Trainee Paraplanner - Aberdeen

JohnstonGreer Ltd.; Aberdeen City; On-site; GBP 30,000 - 36,000; Full time

Job summary

JohnstonGreer Ltd. in Aberdeen is seeking a Trainee Paraplanner to support Private Clients across investments, protection, tax and retirement planning. Coaching, exam study and development begin on day one, with duties including report writing and client liaison.

You will work in an IFA/Wealth Manager environment, gaining hands-on paraplanning experience while collaborating with Financial Advisors to gather information and help compile advice.

Qualifications

• Currently working in an IFA/Wealth Manager environment in a support capacity
• Keen to progress to paraplanning with coaching and exam study starting on day one
• Some technical experience or exams related to financial planning preferred

Responsibilities

• Prepare client reports and assist with compilation of advice
• Maintain contact with clients and respond to communications
• Liaise with Financial Advisors to ensure information is accurate and up to date
• Support valuations and information gathering with the team
• Collaborate to support Private Clients across investments, protection, tax and retirement planning

Skills

Client communication

Report writing

Financial planning basics

Team liaison

Job description

Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting.

• report writing
• contact and communications with clients
• liaison with Financial Advisors
• assist with compilation of advice
• liaise with team regarding valuations and information gathering

You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way.