Paraplanner
IFA Paraplanner£34,000 to £40,000 plus benefitsParaplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.Paraplanning duties will include -report writing (template driven and bespoke)working closely with the Financial Plannerliaising with other team members regarding research and valuationsfund and product researchcompliancedatabase workgood level of client contactutilisation of platforms and research toolsYou will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. ..... full job details .....
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!