JohnstonGreer in Scotland is seeking a Paraplanner to support Financial Planners and Directors with paraplanning, research, and client reporting. The salary range is £38,000 to £44,000 plus benefits and exam support.
You will undertake portfolio analysis, research work, assist with the formulation of advice, and produce reports while maintaining strong client relationships. Level 4 exams or near are preferred, with a demonstrated excellent work ethic and advisor-facing skills.
#J-18808-LjbffrParaplanner: Research, Reports & Client Advisory Support 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.
