Financial Paraplanner Specialist

2 days ago


Belfast, United Kingdom JohnstonGreer Ltd Full time
Job Title: Financial Paraplanner Specialist

We are seeking a skilled Financial Paraplanner Specialist to join our team at JohnstonGreer Ltd. The ideal candidate will have experience in report writing within a wealth environment and be working in a Paraplanner capacity.

Job Summary: As a Financial Paraplanner Specialist, you will work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your role will focus on technical report writing and research.

Responsibilities:

  • Report writing for Private Clients
  • Research and analysis for financial planning

Requirements:

  • Experience in report writing within a wealth environment
  • Currently working in a Paraplanner capacity

Salary: £40,000 - £55,000 per annum



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