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JohnstonGreer
,
Edinburgh, City of Edinburgh
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Paraplanner £30,000 to £35,000 plus bonus Paraplanner required by one of Scotland’s leading investment management firms to work with Private Clients across the full range of advice including Investments, Protection and Retirement Planning. Due to continued growth, they now require a Paraplanner to join the existing support team. As the Paraplanner your duties will include new business processing, provider liaison, client communications, valuations, and database management. You will also be responsible for technical support including report writing 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