Senior Paraplanner - Aberdeen

JohnstonGreer Ltd

Screened

Aberdeen City, Scotland

£38,000 - £48,000/annum

Posted 3 days ago

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About the role

Senior Paraplanner

£38,000 to £48,000 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.

Responsibilities

Portfolio analysis
Research work
Formulation of advice
Report writing
High degree of client contact
Liaison with Financial Planner and Support staff

Qualifications

Applicants will hopefully be experienced Paraplanners with Level4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.

Contact: info@johnstongreer.co.uk

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About this listing

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