You will be responsible for providing a full paraplanning service across the full range of financial products for both individual and corporate clients. Duties will include research, report writing, assistance in the formulation of advice and regular liaison with the Advisors, Product Providers and Clients.
Applicants must have FPC or equivalent and experience of working as a paraplanner within an IFA environment. The individual will be technically aware, professional and will possess the excellent communication skills necessary for this level of customer contact. The product mix within this firm is predominantly pensions, therefore those with a pensions bias in their exams would be ideal.
Please call Susan Evans on 0141 202 3100 or email susan.evans@johnstongreer.co.uk.
JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
About JohnstonGreer Ltd
JohnstonGreer is a recruitment solutions business operating within the niche Life & Pensions, General Insurance, Investment Management and Actuarial sectors dealing with the full range of vacancies including Advice, Sales, Technical and Support. The goal of the business is to provide a skilled, dedicated and ultimately successful service ensuring that all our candidates and clients meet their objectives supported through our specialist knowledge and focused work ethic.