IFA Paraplanner Wealth Management

Recruiter
JohnstonGreer Ltd
Location
Edinburgh
Posted
14 Jul 2017
Closes
28 Jul 2017
Job role
Accountant

IFA Paraplanner – Wealth Management

£35,000 to £40,000 plus benefits and exam support

IFA Paraplanner required by this highly successful Wealth Management firm that provides solutions to high net worth individuals and organisations across the full range of financial planning.

As the Paraplanner you will provide ongoing support to the Independent Financial Advisors and be responsible for fund analysis, reports, cashflow forecasts, reviews and the preparation of suitability reports whilst also being the first point of contact for clients in regards to any technical queries.

To apply you will be experienced in paraplanning within a Wealth Management environment, and have progress towards the industry Level 4 exams. Applications are welcome from senior IFA sales support professionals with report and research experience looking to step up to the Paraplanner level.

Please call Paula Thornbury on 0131 292 0780.

JohnstonGreer is a recruitment agency covering Scotland & N.Ireland that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services


This job was originally posted as www.totaljobs.com/job/75063652