IFA Paraplanner
£38,000 to £45,000 plus benefits
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 or hybrid your role will focus on -
- technical support
- assist with compilation of advice
- report writing
- research
- client communications
- 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.