Paraplanner - Stirling

JohnstonGreer Ltd; Stirling; On-site; GBP 42,000 - 48,000; Full time

Job summary

A leading recruitment agency is seeking an experienced Paraplanner to join a reputable Practice within the wealth management sector. The position involves detailed research, report writing, and client engagement, catering to high-net-worth private clients. Competitive salary and benefits are provided, along with support for professional qualifications.

Qualifications

• Experienced Paraplanner within Wealth Management or IFA environment.
• Familiar with complex financial planning for HNW clients.

Responsibilities

• Conduct research for financial planning.
• Write detailed reports for client cases.
• Engage in client communications and attend meetings.

Skills

Research

Report writing

Client communications

Valuations

Client reviews

Platform work

Attendance at client meetings

Input to the advice process

Education

Progress towards industry Level 4 exams

Job description

Paraplanner

£42,000 to £48,000 plus benefits

Senior Paraplanner required by this highly regarded Practice to work within the wealth management arm of the business. The Advisors deal with complex financial planning for HNW Private Clients across Investments, Tax, and Retirement Planning.

Paraplanning duties will include:

1. Research
2. Report writing
3. Valuations
4. Client reviews
5. Platform work
6. Client communications
7. Attendance at client meetings
8. Input to the advice process

You will be an experienced Paraplanner within a Wealth Management or IFA environment and may have progress towards the industry Level 4 exams. The company offers a competitive salary and a full range of benefits whilst also providing full support through the industry qualifications.

If you are interested in this position, 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. JohnstonGreer operates as an Employment Agency providing permanent job seeking services.