Paraplanner

JohnstonGreer

Posted a day ago, valid for 23 days

Dundee, City of Dundee DD4 9FA

Full Time

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Sonic Summary

A wealth manager is seeking a Paraplanner with a salary range of £38,000 to £44,000 plus benefits.
The role involves supporting Financial Planners in areas such as research, report writing, and client communications for high-net-worth individuals.
Candidates should have experience as a paraplanner in a Financial Planning environment and be working towards Level 4 qualifications.
Excellent communication skills and technical expertise in compiling financial advice are essential for this position.
JohnstonGreer, a recruitment agency specializing in Financial Services, is handling the recruitment for this role.

Paraplanner

£38,000 to £44,000 plus benefits

Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.

Operating as a Paraplanner you will provide support to the Financial Planners including -

research and portfolio analysis
report writing
client reviews
platform work
client communications and acting as first point of contact

You will be an experienced paraplanner within a Financial Planning environment with progress to Level 4. You will have excellent communications skills, technical exposure and be experienced in the compilation of advice.

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

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