JohnstonGreer is seeking a Trainee Paraplanner to support the paraplanning function within a wealth management team serving UHNW clients. The role focuses on technical support, preparing advice, and ensuring compliant documentation in a busy advisory practice.
The successful candidate will progress industry exams and develop skills in report writing, client communication and meeting attendance, with an emphasis on accuracy and proactive collaboration.
#J-18808-LjbffrTrainee Paraplanner — Wealth Management Support 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.
