Trainee Paraplanner

Posted 8 November by JohnstonGreer Ltd

Trainee Paraplanner

£20,000 to £28,000 plus benefits and exam support

This well established and fully independent market leader provides bespoke advice across the full range of wealth planning. Due to recent growth plans, a unique opportunity has arisen for an ambitious IFA Administrator to work alongside the the Financial Planners with a view to become a fully qualified Paraplanner.

You will initially provide full administration support dealing with valuations, reports, illustrations, new business and provider liaison whilst over time taking on a more technical role and ultimately making the transition to Paraplanner.

Applicants must have experience of working in a Life and Pensions environment and progress with the industry exams. This is a rare opportunity for a highly motivated individual to build a lasting career within a top professional practice.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Life & Pension and Investment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Investments
  • Pensions
  • Protection
  • IFA Sales Support
  • IFA Administration

Application question

Do you have IFA Support experience?

Reference: 33753840

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