Product Features
Blog
Contact Us
Sign In
JohnstonGreer
,
Leeds, West Yorkshire
Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £24,000 per annum |
Overview
Paraplanner £24,000 to £28,000 plus benefits Paraplanner required by this established Wealth Management firm to work with clients across the full range of advice including Investments, Protection and Retirement Planning. The Paraplanner duties will include report writing, client research, annual reviews, new business processing, provider liaison, client communications, valuations, database management and the preparation for and attendance at client meetings. Successful candidates will be experienced in providing support to Financial Advisors, ideally within an IFA environment, be able to demonstrate excellent technical knowledge and must have experience in report writing including suitability reports. Any current progression towards industry Level 4 exams would be advantageous. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.