Trainee Paraplanner
2 weeks ago
Trainee Paraplanner
To £26,000 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.
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 in the Financial Services industry and may have picked up some technical experience or exams along the way.
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Trainee Paraplanner
4 weeks ago
Inverness, United Kingdom JohnstonGreer Full time**Trainee Paraplanner** **To £26,000 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 beginsimmediately upon starting. As the Trainee...