At a Glance
- Tasks: Provide technical support, write reports, and communicate with clients.
- Company: Prominent Wealth Management firm serving high-net-worth clients.
- Benefits: Salary between £38,000 to £46,000 plus additional benefits.
- Other info: Opportunity for growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real difference in wealth management.
- Qualifications: Experience as a paraplanner with Level 4 industry exams preferred.
The predicted salary is between 38000 - 46000 £ per year.
Salary and Benefits: £38,000 to £46,000 plus benefits
Overview: 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.
Responsibilities:
- Technical support
- Report writing
- Client communications
- Attendance at initial and review meetings
- Compliance
- Liaison with internal team
Qualifications: 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.
To Apply: Click the apply button below or email your details to info@johnstongreer.co.uk.
Paraplanner employer: JohnstonGreer Ltd
Join a leading Wealth Management firm that values its employees through a supportive work culture and offers competitive salaries ranging from £38,000 to £46,000, alongside comprehensive benefits. With a focus on professional development, this role as a Paraplanner provides ample opportunities for growth while working with high-net-worth clients on complex financial matters in a dynamic environment.
