Paraplanner - Dunfermline

JohnstonGreer Ltd; Dunfermline; Hybrid; GBP 44,000 - 50,000; Full time

Job summary

A regional wealth manager is seeking a Senior Paraplanner to provide comprehensive financial planning advice to high-net-worth clients. The role involves report writing, research, and client relationship management, requiring a skilled and qualified professional comfortable in a team environment. This position offers the flexibility of hybrid work arrangements.

Qualifications

• High level of experience in paraplanning.
• Comfortable working as part of a smaller team.
• Skilled and technical capabilities in financial planning.

Responsibilities

• Responsible for report writing, both template and bespoke.
• Conduct research and cultivate client relationships.
• Act as a main point of contact for clients and provide input on advice.

Skills

Report writing

Research

Client relationship cultivation

Input to the formulation of advice

Education

Qualified Paraplanner

Job description

Senior Paraplanner

£44,000 to £50,000 plus benefits

Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments, with some highly specialist and complex work.

Due to your high level of experience in paraplanning and excellent initial training, you will quickly be responsible for:

1. report writing (template and bespoke)
2. research
3. cultivating relationships with clients
4. acting as a main point of contact
5. input to the formulation of advice

You will be a skilled, technical, and qualified Paraplanner comfortable working as part of a smaller team within a larger professional practice. You can work hybrid or full-time in the office.

If interested, click the apply button below or email your details to [e-mail].

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. They operate as an Employment Agency providing permanent job seeking services.