Paraplanner/Senior IFA Support

Recruiter
JohnstonGreer Ltd
Location
Carlisle
Salary
24000.00 - 30000.00 GBP Annual + plus benefits
Posted
20 Oct 2020
Closes
03 Nov 2020
Contract Type
Permanent
Hours
Full Time

Paraplanner

GBP26,000 to GBP30,000 plus benefits

Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning, focusing on the technical report writing and research.

Paraplanner duties will revolve around the report writing which will be template driven and bespoke though you will also work closely with the Financial Planner regarding the compilation of advice whilst also liaising with other team members regarding research and valuations. There will be a high level of client contact.

You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.

Please call Chris Johnston on .

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services...... click apply for full job details