Full job descriptionParaplanner/Compliance
To £44,000 plus benefits
A respected and growing Wealth Management firm is seeking a Paraplanner to support Directors and their High-Net-Worth client portfolios. This is an excellent opportunity to join a well-known regional business where you will also be responsible for administration of the compliance requirements.
Working as part of the adviser support team, your responsibilities will include:
*Managing client relationships
*Liaising with product providers
*Communications with regulator
*Report writing
*Preparing for client meetings including investment research.
*AML, KYC and data protection
*Monitoring and process management
The client is seeking an experienced Paraplanner with good exposure to these additional duties.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.