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Paraplanner

Job LocationEdinburgh
EducationNot Mentioned
Salary£28,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner£28,000 to £40,000 plus benefitsParaplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax and Retirement Planning.Paraplanning duties will include -

  • research and valuations
  • report writing
  • client reviews
  • platform work
  • client communications including attendance at client meetings
  • input to the advice process.
You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support throughthe industry qualifications.JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sector. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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