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Paraplanner

Company

JohnstonGreer

Location

Glasgow, United Kingdom

Type

Full-time

Description

£32,000 to £38,000 plus benefits and bonus


Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.


Working in office based your role will focus on –

  • technical support

  • assist with compilation of advice

  • report writing

  • client communications

  • some attendance at initial and review meetings

  • compliance

  • liaison with internal team
  • You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.

    JohnstonGreer is a recruitment agency that specialises in the Mortgage and Financial Services sectors. JohnstonGreer operates as an Emplo...

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