IFA Advisor Support and Paraplanning Professional

6 days ago


Dundee, Dundee City, United Kingdom JohnstonGreer Ltd Full time
Paraplanner - Financial Planning Expert

About the Role: Join our team as a Paraplanner, where you will work closely with Financial Planners to deliver high-quality advice and support to our private clients.

Key Responsibilities:

  • Report Writing: Develop template-driven and bespoke reports, utilizing your expertise to provide clear and concise information.
  • Collaboration: Work collaboratively with the Financial Planner to ensure seamless delivery of advice and support.
  • Database Management: Maintain accurate and up-to-date database records.

Requirements:

We are looking for a skilled Paraplanner with a strong background in report writing, excellent communication skills, and the ability to work effectively in a team environment.

Salary: £40,000 - £50,000 per annum, based on experience.



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