Paraplanner

Recruiter
JohnstonGreer Ltd
Location
Warwick
Salary
£26,000 per annum
Posted
12 Aug 2017
Closes
20 Sep 2017
Contract Type
Full Time

Paraplanner

£26,000 to £32,000 plus benefits and exam support

Paraplanner required by this leading IFA firm that has a reputation for trust and professionalism. Due to continued expansion, they are looking for an experienced Paraplanner to support the Financial Planners in providing holistic advice to a range of HNW clients.

Paraplanning duties will include compiling reports, fund and product research, cashflow modelling, financial and investment reviews whilst maintaining a high level of client contact including attendance at client meetings.

To apply you will be experienced in paraplanning within a Wealth Management environment, and have good progress towards the industry Level 4 exams. This is an excellent opportunity to join a dynamic forward thinking company who will support your ambitions and offer great career progression.

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