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.

Johnston Greer is a recruitment agency that specialises in the Financial Services and Pension sectors. Johnston Greer operates as an Employment Agency in providing permanent job seeking services.