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JohnstonGreer
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Inverurie, Aberdeenshire
Paraplanner
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
£26,000 to £30,000 plus benefits Paraplanner required by 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 and clients. Applicants must have technical experience within an IFA environment as a Paraplanner or Senior Support whilst 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.