IFA Advisor Support and Paraplanning Professional
6 days ago
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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Paraplanner - Financial Planning Expert
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Dundee, Dundee City, United Kingdom JohnstonGreer Ltd Full timeIFA Advisor Support and Paraplanning ProfessionalCompany Overview: JohnstonGreer Ltd is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients.Job Summary: We are seeking a highly skilled Paraplanner to join our team, providing expert support to our Financial Planners and developing high-quality...
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