Paraplanner - Part-time

About the Role

Paraplanner (Part-time)

£36,000 to £42,000 full-time equivalent

This highly regarded wealth manager 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
• reports
• preparation for meetings
• liaison with providers
• client communications
• assisting with advice
• database management
• platform work

You will have at least 12 months experience working as a Paraplanner. Hours are negotiable and flexible though will probably be around 20 to 28 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.