Paraplanner

JohnstonGreer

Posted 2 months ago

Dundee, City of Dundee DD4 9FA

£25,000 - £35,000 per annum

Full Time

This job is no longer available
Reasons could include: the employer is not accepting applications, is not actively hiring, or is reviewing applications

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Paraplanner

£28,000 to £38,000 plus benefits

Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning.

Paraplanning duties will include -

research
report writing
valuations
client reviews
platform work
client communications
attendance at client meetings
input to the advice process.

You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

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

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