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Paraplanner

Job LocationEdinburgh
EducationNot Mentioned
Salary25,000 - 32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner£25,000 to £32,000 plus benefits and full exam supportJohnstonGreer is working with a regional, long-established wealth manager that is looking to recruit a Paraplanner to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Clientadvice including retirement planning, investments and tax on an intergenerational basis.Working with a portfolio of clients your duties will focus on report writing, assisting with formulation of advice, preparation for and attendance at meetings, valuations, research and analysis, plus some administration such as new business.Successful candidates will ideally have a minimum of 6-12 months Paraplanning experience or currently be operating in a hybrid administration/technical support role to Advisers.JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Legal, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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