Paraplanner (Part-time)
Paraplanner (Part-time)
£30,000 to £38,000 FTE plus benefits
This highly regarded firm of Independent Financial Advisors provides advice across a wide range of private clients and is one of region’s well-known names. Due to continued growth and workload they now require a part-time Paraplanner to provide technical assistance to Independent Financial Advisors within the firm.
You will be responsible for providing a full paraplanning service across pensions, investments and cashflow modelling including –- research
- report writing
- preparation for meetings
- liaison with providers
- client communications
- database management
- platform work
Applicants must have experience of working in a technical role within an IFA environment. Hours are negotiable and flexible though will probably be around 20 hours per week. Good benefits package over and above the basic salary.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. We also support firms growing through acquisition and owners seeking to exit their business.