Trainee Paraplanner

  • Apprenticeship Reference: 662404879-2
  • Date Posted: 20 July 2022
  • Apprentice Employer: JohnstonGreer
  • Location: Edinburgh, Midlothian
  • Apprentice Pay: £26,000 to £32,000
  • Apprenticeship Sector: Banking and Financial
  • Apprenticeship Type: Permanent

About this Apprenticeship

Trainee Paraplanner

£26,000 to £32,000 plus benefits

Are you a Senior Administrator responsible for reports and other technical work or already in the early stages of your Paraplanner career?

Trinee Paraplanner required by this regional IFA firm 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 research and valuations.

There will be a high level of client contact.

You will be experienced in report writing within an IFA environment, working in an IFA Advisor Support or Paraplanner capacity. You will also demonstrate excellent knowledge of financial planning and a report writing skillset.

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.