Vacancy posted: Saturday, 13 Oct 2012
£26,000 to £32,000 plus corporate benefits and bonus
This highly regarded firm of Independent Financial Advisors provide advice across a wide range of Ultra HNW private clients and is one of the UK’s leading players in the Investment arena. Due to continued growth and the acquisition of new business they now require an additional Technician to provide paraplanning assistance to the IFA team.
You will be responsible for providing a full paraplanning service across Individual planning including research, report writing, formulation of advice and liaison with the Providers and Investment firms. The focus of the role is technical therefore there is an Administration team working in support to the Advisor and Paraplanner. The position will also involve direct contact with the Advisors portfolio of clients including face to face client meetings.
Applicants must have made good progress towards Level 4 exams and experience of working in a highly technical paraplanning role within an IFA environment. The individual will be highly qualified, professional and will possess the excellent communication skills necessary for this level of client contact. Excellent benefits package over and above the basic salary.
Please call Chris Johnston on 0141 202 3100 or email email@example.com. Chris Johnston has been recruiting in the Scottish IFA market since 1994.
JohnstonGreer is a recruitment agency covering Scotland & N.Ireland that specialises in the Actuarial, Life & Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
About JohnstonGreer Ltd
JohnstonGreer is a recruitment specialist operating across the Actuarial, Insurance and Life & Pension sectors dealing with the full range of vacancies including Advice, Sales, Technical and Support. The Directors of the company have been working within these niche markets since 1994, creating JohnstonGreer in 2006 to provide a personal and knowledgeable service to our candidates and clients. Many of our clients deal exclusively with our firm and the work we do is conducted with the utmost professionalism and confidentiality at all times.