Up to £32,000 plus benefits and exam support
Senior IFA Administrator/Paraplanner required by this locally well known Financial Consultancy firm. This firm of professionally qualified Adviser’s and Technical Planning Administrators have seen ongoing expansion and they now require an experienced Financial Services individual to join their Glasgow office as a Trainee Financial Adviser.
Duties will include:
- Report writing and product research
- Investment and Pension annual reviews
- Producing client valuations and documents
- High level of client contact including attendance at client meetings
You will be an experienced Paraplanner/Administrator, ideally with Level 4 or good progress towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment. Will look at recent Financial Services graduate. Full exam support is provided including study material and paying for exams.
If you are interested in this position please call the office on 0131 292 0777, complete the Send CV form or email your details to email@example.com. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.