JohnstonGreer
Published
30/08/2024
Location
Glasgow, United Kingdom
Job Type

Description

Trainee Paraplanner

To £28,000 plus benefits

Trainee Paraplanner required by this regional firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your trainee paraplanner coaching, exam study and development begins immediately upon starting.

As the Trainee Paraplanner duties will include –

  • report writing
  • contact and communications with clients
  • feedback with IFA
  • assist with compilation of advice
  • liaise with team regarding valuations and information gathering

You will be experienced working within the Financial Services industry and may have picked up some technical experience or exams along the way.

Please call Chris Johnston on 07860 939 925 or email chris.johnston@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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