More jobs:
Trainee Paraplanner
Job in
Inverurie, Aberdeenshire, AB51, 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
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.
Responsibilities- 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.
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