Investment Advisor Specialist

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom JohnstonGreer Ltd Full time

Job Overview:

JohnstonGreer Ltd is a leading Wealth Management firm that requires a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our advisors and helping them to deliver exceptional service to our clients.

Responsibilities:

  • Support the compilation of advice for our high-net-worth clients
  • Provide technical support and guidance to our advisors
  • Assist with report writing and client communications
  • Ensure compliance with relevant regulations and guidelines

Requirements:

To be successful in this role, you will need to have Level 4 industry exams and excellent organisational skills. You must also be able to work effectively as part of a team and communicate clearly with clients and colleagues.



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