At a Glance
- Tasks: Provide paraplanning and client support to Financial Planners and Directors.
- Company: Wealth management firm in Edinburgh with a focus on financial and investment planning.
- Benefits: Competitive salary, exam support, and a collaborative team environment.
- Other info: Join a large team with opportunities for professional growth in the financial sector.
- Why this job: Work with high-net-worth clients and gain valuable experience in complex financial advice.
- Qualifications: Experienced Paraplanners with Level 4 exams or nearing completion.
The predicted salary is between 38000 - 48000 £ per year.
Paraplanner £38,000 to £48,000 plus benefits and exam support Technical support required by this wealth management firm based in Edinburgh, to provide paraplanning and client support to Financial Planners and Directors.
The business operates across the full range of financial and investment planning including retirement and tax.
Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include – portfolio analysis research work report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near).
You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors.
Johnston Greer is a recruitment agency that specialises in the Financial Services and Pension sectors.
Johnston Greer operates as an Employment Agency in providing permanent job seeking services. ...
Paraplanner in Edinburgh employer: JohnstonGreer
As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.
