Trainee Paraplanner
Posted 4 hours 44 minutes ago by JohnstonGreer
Trainee Paraplanner
£30,000 to £36,000 plus benefits and bonus
Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.
Working in office based your role will focus on -
- technical support
- assist with compilation of advice
- report writing
- client communications
- some attendance at initial and review meetings
- compliance
- liaison with internal team
You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.