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DATE ADDED: Fri 13/04/2018


Solihull, UK


JOB TYPE: Permanent

SALARY: From £25,000 to £30,000 per annum plus benefits and bonus


£25,000 to £30,000 plus benefits and bonus

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. The company continues to grow so now requires a Paraplanner to join the team.

Paraplanner duties will include provider liaison, client communications, valuations, research, report writing, platform trading, database management and the preparation for and attendance at client meetings.

As a Paraplanner you will be experienced in paraplanning within an IFA environment, and will have progressed towards the industry Level 4 exams. You will also demonstrate excellent technical knowledge, awareness of the current markets and an understanding of the industry regulations.

Please contact Rebecca Stewart on (0)131 292 0781. 

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Role: Paraplanner
Job Type: Permanent
Location: Solihull, West Midlands

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