Found Description
Description
£38,000 to £44,000 plus benefits and exam support
Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.
Working with some HNW clients regarding often complex advice your duties will include –
• portfolio analysis
• research work
• formulation of advice
• report writing
• high degree of client contact
• liaison with Financial Planner and Support staff
Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.
JohnstonGreer is a recruitment agency ...