Trainee Paraplanner

Description Experienced financial services individual required to join this highly successful IFA firm that provides advice to HNW Private Clients working on a model based on fee income and ongoing client service. The firm delivers high quality advice to a wide range of clients across the full range of investment and retirement planning.You will initially be employed in an Advisor support capacity dealing with new business and servicing though will immediately receive training across technical support including report writing, asset analysis and research. In due course you will deal directly with clients and attend meetings.Applicants will be experienced within the Financial Services industry, ideally with exposure to the Pension and Investment planning sectors within an administration or similar role. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.