£26,000 to £34,000 plus benefits and bonus
Paraplanner required by this well-established Wealth Manager who provide advice to HNW Private Clients across the full range of financial planning including Investments, Tax and Retirement Planning.
Duties for the Paraplanner will be to provide technical support to the Financial Advisers which includes research, report writing, valuations, client reviews, platform work, database management and a high level of client contact including attendance at client meetings.
You will be a highly experienced Paraplanner within a Wealth Management/Financial Planning environment though applications are welcome from less experienced candidates with progress towards the industry Level 4 exams. The company offers an excellent salary, full benefits and a bonus depended on individual performance. You will also have the opportunity once joined to do further exam study.
Please call Rebecca Stewart on (0)131 292 0781.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.