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report writing (template driven and bespoke)
working closely with the Financial Planner
liaising with other team members regarding research and valuations
fund and product research
compliance
database work
good level of client contact
utilisation of platforms and research tools
About the Role
Description
£35,000 to £40,000 plus benefits
Paraplanner required by this regional financial advisor 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.
Paraplanning duties will include –
You will be experienced in report writing within an IFA environment, working in a senior IFA Advisor Support or Paraplanner capacity.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. ...
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