JohnstonGreer in Scotland is seeking a Trainee Paraplanner to join a respected wealth management firm that delivers IFA advice to UHNW and HNW clients. You will support the team across investment and retirement planning, including complex IHT and DFM cases.
You will be developing your paraplanning skills, working in a supportive environment, and progressing industry exams while handling client communications and documentation.
#J-18808-LjbffrTrainee Paraplanner: Kickstart Your Wealth Advisory Career in Inverurie employer: JohnstonGreer
As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.