Paraplanner – UHNW Wealth Management & Planning

Paraplanner – UHNW Wealth Management & Planning

Full-Time 38000 - 46000 Β£ / year (est.) No working from home possible
JohnstonGreer Ltd

At a Glance

  • Tasks: Provide technical support and write reports for high-net-worth clients.
  • Company: Join a leading Wealth Management firm in Edinburgh.
  • Benefits: Competitive salary, plus additional benefits for your hard work.
  • Other info: Dynamic role with opportunities for professional growth.
  • Why this job: Make a real difference in clients' financial futures with your expertise.
  • Qualifications: Level 4 industry exams and strong organisational skills required.

The predicted salary is between 38000 - 46000 Β£ per year.

JohnstonGreer Ltd in Edinburgh is seeking a skilled Paraplanner to join their prominent Wealth Management firm. This role involves providing technical support, report writing, and effective client communication.

The ideal candidate will have Level 4 (or near) industry exams along with strong organisational skills and a proactive mindset.

The position offers a competitive salary between Β£38,000 and Β£46,000 plus benefits, reflecting the demanding nature of the client base attended to.

Paraplanner – UHNW Wealth Management & Planning employer: JohnstonGreer Ltd

JohnstonGreer Ltd is an exceptional employer located in the heart of Edinburgh, offering a dynamic work culture that fosters collaboration and innovation within the Wealth Management sector. Employees benefit from competitive salaries, comprehensive training programmes, and ample opportunities for professional growth, making it an ideal place for those looking to advance their careers while working with a prestigious client base.

JohnstonGreer Ltd

Contact Details:

JohnstonGreer Ltd Recruitment Team

We think you need these skills to ace Paraplanner – UHNW Wealth Management & Planning

Technical Support
Report Writing
Client Communication
Level 4 Industry Exams
Organisational Skills
Proactive Mindset
Wealth Management Knowledge