JohnstonGreer in Inverurie, Scotland, is seeking a Paraplanner for their wealth management team. You will provide technical support, compile advice, prepare client reports and contribute at initial and review meetings.
Ideal candidates hold Level 4 (or near) industry exams, demonstrate strong organisation and proactive mindset, and work collaboratively with advisers and internal teams to maintain high standards of compliance.
#J-18808-LjbffrParaplanner – Wealth Management (IHT/DFM) | £34k-£42k | Bonus in Inverurie 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.
