Paraplanner
other jobs JohnstonGreer
Added before 3 Days
- Scotland,Aberdeenshire
- Full Time, Permanent
- £30,000 - £38,000 per annum
Job Description:
Paraplanner
£32,000 to £38,000 plus benefits and bonus
Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.
Working in office based your role will focus on –
*technical support
*assist with compilation of advice
*report writing
*client communications
*some attendance at initial and review meetings
*compliance
*liaison with internal team
You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
£32,000 to £38,000 plus benefits and bonus
Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.
Working in office based your role will focus on –
*technical support
*assist with compilation of advice
*report writing
*client communications
*some attendance at initial and review meetings
*compliance
*liaison with internal team
You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Job number 3234162
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Company Details:
JohnstonGreer
Company size:
Industry:
JohnstonGreer is a specialist recruitment firm operating within the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors dealing with a w...