Paraplanner & Compliance Officer — Wealth Management

JohnstonGreer; Aberdeen City; On-site; GBP 40,000 - 48,000; Full time

Job summary

JohnstonGreer Ltd. in Aberdeen is seeking a Paraplanner to support Directors and High-Net-Worth client portfolios. You will also administer compliance requirements and work as part of the adviser support team to ensure regulatory standards are met.

The role includes client relationship management, liaison with providers, regulator communications, report writing, and investment research preparation for client meetings, with AML/KYC/data protection responsibilities.

Qualifications

• Experience as Paraplanner with exposure to compliance duties.
• Knowledge of AML, KYC and data protection.
• Experience with investment research.

Responsibilities

• Managing client relationships.
• Liaising with product providers.
• Communications with regulator.
• Report writing.
• Preparing for client meetings including investment research.
• AML, KYC and data protection.
• Monitoring and process management.

Job description

JohnstonGreer Ltd. in Aberdeen is seeking a Paraplanner to support Directors and High-Net-Worth client portfolios. You will also administer compliance requirements and work as part of the adviser support team to ensure regulatory standards are met.

The role includes client relationship management, liaison with providers, regulator communications, report writing, and investment research preparation for client meetings, with AML/KYC/data protection responsibilities.