Trainee Paraplanner
1 week ago
To £26,000 plus benefits and full exam support
Trainee Paraplanner required by this regional Wealth Manager 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 researchand valuations.
You will be experienced in working in a Financial Services capacity and will also demonstrate excellent knowledge of financial planning and desire to complete the industry exams.
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Trainee Paraplanner
2 months ago
Stirling, United Kingdom JohnstonGreer Full timeTrainee Paraplanner To £26,000 plus benefits and full exam support Trainee Paraplanner required by this regional Wealth Manager 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...
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Trainee Paraplanner
4 weeks ago
Stirling, United Kingdom JohnstonGreer Full timeTrainee Paraplanner To £26,000 plus benefits and full exam support Trainee Paraplanner required by this regional Wealth Manager 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...