JohnstonGreer
Published
09/07/2022
Location
Edinburgh, United Kingdom
Job Type

Description

Trainee Paraplanner

£26,000 to £32,000 plus benefits

Are you a Senior Administrator responsible for reports and other technical work or already in the early stages of your Paraplanner career?

Trainee Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.

Paraplanner duties will revolve around the report writing which will be template driven and bespoke though you will also work closely with the Financial Planner regarding the compilation of advice whilst also liaising with other team members regarding research and valuations.

There will be a high level of client contact.

You will be experienced in report writing within a wealth management environment, working in an IFA Support or Paraplanner capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.

If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.

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

 

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