£30,000 to £40,000 plus benefits
Paraplanner required by a local firm of Chartered Independent Financial Adviser who have a growing presence in Edinburgh and an outstanding reputation for their elite selection of Financial Planners and a strong support back office team.
As Senior Paraplanner this role will involve providing a high level of techincal support to the firm’s Advisers and Managing Directors. This will include checking all client files notes from Adviser are sufficient and clear, produce fact finds, financial plans for new clients, net worth statements, and final reports including adviser charges. Other duties in the role including cash flow modelling, compliance checks, prepare and attend client meetings whilst analysing new/existing client policy information/data.
You will be a highly experienced Paraplanner within an advice environment. Minimum Level 4 Diploma in Financial Planning. You will demonstrate excellent technical knowledge (Defined Benefit), awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast-paced environment.
Furthermore, my client has real need for someone who is also sufficiently social media literate to assist with client communication and its related content management/delivery via various mediums.
Please call Rebecca Stewart on 0131 292 0781 or email email@example.com.
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.