Paraplanner - Private Client practice

Recruiter
JohnstonGreer Ltd
Location
Birmingham
Salary
£30,000 per annum
Posted
29 Jul 2017
Closes
31 Aug 2017
Contract Type
Full Time

Paraplanner

Birmingham

£30,000 to £34,000 plus benefits

Senior Technician required by this fee based 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 all work conducted on a retained basis.

Working with some of the wealthiest clients regarding highly complex advice your duties will include portfolio analysis, research work, formulation of advice, report writing and a high degree of client contact.

Applicants must be highly experienced Paraplanners with good techncial knowledge across the full range of financial planning.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.