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Trainee Paraplanner

3 months ago

Glasgow, Glasgow City, United Kingdom JohnstonGreer Full time
Trainee 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 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.

There will be a high level of client contact.

You will be experienced in working in an Advisor Support capacity. You will also demonstrate excellent knowledge of financial planning and desire to complete the industry exams.

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.