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Perth
Investment adviser
Senior Paraplanner

Senior Paraplanner

JohnstonGreer

Posted 8 hours ago, valid for 18 days

Perth, Perth and Kinross PH1 5AX, Scotland

Full Time

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Sonic Summary

A Senior Paraplanner is needed by a regional wealth manager, offering a salary between £44,000 and £50,000 plus benefits.
The role involves providing comprehensive financial planning advice, including specialized and complex areas such as Retirement and Investments.
Candidates should have a high level of experience in paraplanning and be able to quickly take on responsibilities such as report writing, research, and client relationship management.
The ideal candidate will be a skilled and qualified Paraplanner, comfortable working in a smaller team within a larger professional practice.
This position offers the flexibility of hybrid or full-time office work, with JohnstonGreer acting as the recruitment agency for this opportunity.

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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