Job Description
Paraplanner
\n
£36,000 to £44,000 plus benefits
\n
Paraplanner required by this Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Pensions and Tax, focusing on the technical report writing and research.
\n
Paraplanning duties will include –
\n
\n - report writing
\n - working closely with the Financial Planner
\n - liaising with other team members regarding research and valuations
\n - fund and product research
\n - compliance
\n - database work
\n - good level of client contact
\n - utilisation of platforms and research tools
\n
\n
You will have 1 or 2 years' experience as a Paraplanner in a wealth management environment.
\n
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
