JohnstonGreer in the United Kingdom is seeking an experienced Paraplanner to support Financial Planners and Directors. The role covers paraplanning, client support, portfolio analysis and report writing within a wealth management environment.
The successful candidate will have Level 4 exams (or near) and a strong work ethic, with the ability to manage complex advice discussions and maintain client relationships. A benefits package is included with exam support.
#J-18808-LjbffrSenior Paraplanner - Wealth Planning & Research 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.
