Trainee Paraplanner

3 weeks ago

Glasgow, United Kingdom JohnstonGreer Full time

**Trainee Paraplanner**

**To £25,000 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 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.

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.

  • Senior IFA Administrator

    4 weeks ago

    Glasgow, United Kingdom Eden Scott Full time

    My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...

  • Ifa Admin

    4 weeks ago

    Glasgow, United Kingdom IDEX Consulting Full time

    An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely...

  • Ifa Admin

    4 weeks ago

    Glasgow, United Kingdom IDEX Consulting Full time

    Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They have a lovely new office in Glasgow city centre. They are looking for someone to provide high quality technical financial services administration and analytical...