Senior Paraplanner | Level 4 Exam Support & Path to Planner

JohnstonGreer Ltd; Aberdeen City; Vor Ort; GBP 38.000 - 48.000; Vollzeit

Benefits dieser Stelle

Benefits package

Exam support

Zusammenfassung

JohnstonGreer Ltd. is seeking a Senior Paraplanner in Scotland to support the Director with paraplanning, client management and complex financial advice. The role offers a salary of £38,000 to £48,000 plus benefits and exam support.

You will perform portfolio analysis, research, and formulating advice, with strong client contact and collaboration with the Financial Planner and support staff. Potential career progression to Financial Planner.

Qualifikationen

• Paraplanner with Level 4 exams or nearing completion.
• Experience supporting private client financial advice.

Aufgaben

• Conduct portfolio analysis and in-depth research.
• Formulate advice and prepare reports for clients.
• Maintain a high degree of client contact.
• Liaise with Financial Planner and Support staff.

Kenntnisse

Paraplanner

Portfolio analysis

Research

Report writing

Client contact

Liaison with planners

Ausbildung

Level 4 Paraplanner exams

Jobbeschreibung

JohnstonGreer Ltd. is seeking a Senior Paraplanner in Scotland to support the Director with paraplanning, client management and complex financial advice. The role offers a salary of £38,000 to £48,000 plus benefits and exam support.

You will perform portfolio analysis, research, and formulating advice, with strong client contact and collaboration with the Financial Planner and support staff. Potential career progression to Financial Planner.