Paraplanner (Part-time)
£30,000 to £38,000 FTE plus benefits
This highly regarded firm of Independent Financial Advisors provides advice across a wide range of private clients and is one of region's well-known names. Due to continued growth and workload they now require a part-time Paraplanner to provide technical assistance to Independent Financial Advisors within the firm.
Job Responsibilities
You will be responsible for providing a full paraplanning service across pensions, investments and cashflow modelling including:
- research
- report writing
- preparation for meetings
- liaison with providers
- client communications
- database management
- platform work
Requirements and Hours
Applicants must have experience of working in a technical role within an IFA environment. Hours are negotiable and flexible though will probably be around 20 hours per week. Good benefits package over and above the basic salary.
Paraplanner - Part-time 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.
