Paraplanner

JohnstonGreer Ltd; Huntly; On-site; GBP 30,000 - 40,000; Full time

Job summary

A regional financial advisory firm in Scotland is searching for a Paraplanner to support Private Clients with a comprehensive range of financial advice. The ideal candidate will excel in report writing and possess strong research skills. Responsibilities include collaborating with Financial Planners, conducting fund research, and ensuring compliance. This position promises a salary between £30,000 and £40,000, along with additional benefits. As an experienced Paraplanner, you'll provide essential support in the financial advisory process.

Qualifications

• Experience in report writing within an IFA environment.
• Background in a senior IFA Advisor Support or Paraplanner role.

Responsibilities

• Conduct report writing, both template-driven and bespoke.
• Collaborate closely with Financial Planners.
• Perform fund and product research.
• Engage in compliance tasks and database work.

Skills

Report writing

Research skills

Client contact

Compliance knowledge

Database management

Job description

Paraplanner

£30,000 to £40,000 plus benefits

Paraplanner required by this regional financial advisor to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.

Paraplanning duties will include –

• report writing (template driven and bespoke)
• working closely with the Financial Planner
• liaising with other team members regarding research and valuations
• fund and product research
• compliance
• database work
• good level of client contact
• utilisation of platforms and research tools

You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.

If you are interested in this position click the apply button below or you can email your details to [e-mail].

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.