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 -

• technical support
• assist with compilation of advice
• report writing
• client communications
• some attendance at initial and review meetings
• compliance
• liaison with internal team

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.