Paraplanner
£34,000 to £42,000 plus benefits and bonus
Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.
Working in office based your role will focus on –
- technical support
- assist with compilation of advice
- report writing
- client communications
- some attendance at initial and review meetings
- compliance
- liaison with internal team
You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Paraplanner in Inverurie employer: JohnstonGreer Careers
JohnstonGreer is an exceptional employer, offering a dynamic work environment where you can thrive in the pensions sector. With a strong focus on employee development and a commitment to regulatory excellence, you'll find ample opportunities for growth and training, all while being part of a supportive team that values your contributions. Located in a vibrant area, the company fosters a culture of collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
