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Trainee Paraplanner — Wealth Management Support
Job in
Falkirk, Falkirk Council Area, FK1, Scotland, UK
Listed on 2026-07-21
Listing for:
JohnstonGreer
Apprenticeship/Internship
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Johnston Greer is seeking a Trainee Paraplanner to support the paraplanning function within a wealth management team serving UHNW clients. The role focuses on technical support, preparing advice, and ensuring compliant documentation in a busy advisory practice.
The successful candidate will progress industry exams and develop skills in report writing, client communication and meeting attendance, with an emphasis on accuracy and proactive collaboration.
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