IFA Paraplanner
£38,000 to £45,000 plus benefits
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 or hybrid your role will focus on -
* technical support
* assist with compilation of advice
* report writing
* research
* client communications
* 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 Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
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