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JohnstonGreer
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Cardiff, South Glamorgan
Trainee Paraplanner
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Trainee Paraplanner £24,000 to £29,000 plus benefits and bonus Trainee Paraplanner required by a multi award winning financial planning practice that covers a full range of financial planning including retirement planning, Investments, Protection, Tax and Estate Planning. As the Trainee Paraplanner, you will provide technical support to Financial Planners in the delivery of their advice to clients. Duties will include valuations, illustrations and working towards the more technical skills such as report writing and research. Any experience in cashflow modelling, suitability reports or research is not essential but would be advantageous. Applicants must have experience within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous. JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing