At a Glance
- Tasks: Support Financial Planners with paraplanning, client support, and report writing.
- Company: Join JohnstonGreer, a leading wealth management firm in the UK.
- Benefits: Enjoy a benefits package with exam support and career development opportunities.
- Other info: Dynamic role with opportunities for professional growth in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Level 4 exams (or near) and strong relationship management skills required.
The predicted salary is between 35000 - 42000 £ per year.
Johnston Greer 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.
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Senior 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.
