Description

£38,000 to £44,000 plus benefits and exam support

Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.

Working with some HNW clients regarding often complex advice your duties will include –

• portfolio analysis

• research work

• formulation of advice

• report writing

• high degree of client contact

• liaison with Financial Planner and Support staff

Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.

JohnstonGreer is a recruitment agency ...