Paraplanner

JohnstonGreer

Posted 20 hours ago, valid for 24 days

Kirkcaldy, Fife KY25DH, Scotland

Full Time

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Sonic Summary

A Paraplanner is needed by a wealth manager specializing in a niche market, offering a salary between £38,000 to £44,000 plus benefits.
The role involves working with Private Clients on various financial planning aspects, including Investments, Retirement, Cashflow Modelling, and Protection for high-net-worth individuals.
Key responsibilities include research and portfolio analysis, report writing, client reviews, platform work, and serving as the first point of contact for clients.
Candidates should have experience as a paraplanner in a Financial Planning environment and be progressing towards Level 4 qualifications.
Excellent communication skills and technical expertise in compiling advice are essential for this position.

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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