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JohnstonGreer
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Dunfermline, Fife
Paraplanner
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Paraplanner £27,000 to £34,000 plus benefits and bonus Paraplanner required by this local IFA firm that provides individual advice to HNW Private Clients. The firm delivers efficient service and high-quality advice to a wide range of clients across the full range of investments, tax and retirement planning. As the Paraplanner you will be responsible for providing technical support including research, report writing, formulation of advice and liaison with the product Providers. The position will also involve direct contact with the Advisor’s portfolio of clients and the supervision of support staff. Applicants will be experienced in IFA Paraplanning and ideally have progressed towards the industry Level 4 exams. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Investment, Insurance, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.