Financial Planning Consultant
7 days ago
Job Title: Financial Planning Consultant
About Us:
JohnstonGreer Ltd is a prominent Wealth Management firm that provides IFA advice to HNW clients. We operate across a wide range of Investment and Retirement planning, including complex cases involving Inheritance Tax (IHT) planning and Discretionary Fund Management (DFM).
Salary: £32,000 - £38,000 per annum, plus benefits and bonus
Job Description:
We are seeking an experienced Paraplanner to provide technical support and assist with the compilation of advice. The ideal candidate will have Level 4 industry exams and demonstrate organisational skills and a proactive mindset.
Key Responsibilities:
- Provide technical support
- Assist with compilation of advice
- Report writing
- Client communications
- Attend initial and review meetings
- Compliance
- Liaison with internal team
Requirements:
You will be an experienced Paraplanner with Level 4 industry exams and excellent organisational skills. You must also have a proactive mindset and be able to flourish in our dynamic environment.
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