Trainee Paraplanner

Trainee Paraplanner

£30,000 to £36,000 plus benefits and bonus

Trainee 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 –

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• technical support
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• assist with compilation of advice
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• report writing
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• client communications
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• some attendance at initial and review meetings
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• compliance
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• liaison with internal team
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You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.

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.