Paraplanner
JohnstonGreer
Role overview
Paraplanner £34,000 to £42,000 plus benefits and bonus Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on – technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaiso…
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