Product Features
Blog
Contact Us
Sign In
JohnstonGreer
,
Dunfermline, Fife
Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £29,000 per annum |
Overview
£29,000 to £33,000 plus benefits and bonus Paraplanner required by a multi award winning financial planning practice that covers a full range of financial planning including retirement planning, Investments, Protection, Tax and Estate Planning. As the Paraplanner, you will provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. You will be experienced in research, suitability reports and cashflow modelling whilst liaising with Providers, Clients and Individuals daily. Applicants must have Paraplanning experience, preferably within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.