Senior Paraplanner

JohnstonGreer

Posted 11 hours ago, valid for 22 days

Callander, Stirling FK178HG, Scotland

Full Time

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Sonic Summary

A Senior Paraplanner position is available with a salary range of £44,000 to £50,000 plus benefits.
The role is offered by a regional wealth manager focused on high-net-worth private clients in a niche sector.
Candidates should possess extensive experience in paraplanning and be comfortable with report writing, research, and client relationship management.
The job requires a skilled and qualified Paraplanner to work within a smaller team while contributing to a larger professional practice.
The position allows for hybrid or full-time office work, and JohnstonGreer specializes in recruitment for the Pension and Financial Services sectors.

Senior Paraplanner

£44,000 to £50,000 plus benefits

Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex.

Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for -

report writing (template and bespoke)
research
cultivating relationships with clients
acting as a main point of contact
input to the formulation of advice

You will be a skilled, technical and qualified Paraplanner comfortable working as part of a smaller team with a larger professional practice business. You can work hybrid or full time in the office.

JohnstonGreer is a recruitment agency that specialises in the Pension and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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