Financial Planning Consultant

7 days ago


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

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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