Senior Paraplanner

3 days ago


Stirling, United Kingdom JohnstonGreer Full time

Paraplanner

£30,0000 to £36,000 plus benefits, bonus and exam support

Senior Technician required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax.

Joining one of the largest paraplanning teams in the region you will be working with the wealthiest clients regarding highly complex advice and your duties will include portfolio analysis, research work, formulation of advice, report writing and a high degreeof client contact.

Applicants must be highly experienced Paraplanners with the Level 4 exams. You will have an excellent work ethic and be comfortable dealing with complex advice, whilst clearly having the relationship skills required to work with top Advisors.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.