💼 Full-Time Position

Trainee Paraplanner

🏢
JohnstonGreer
📍 Inverurie, Scotland, United Kingdom
📍
Location
Inverurie, United Kingdom
📅
Posted
June 20, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Description

£30,000 to £36,000 plus benefits


Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting.


As the Trainee Paraplanner duties will include –

  • report writing

  • contact and communications with clients

  • liaison with Financial Advisors

  • assist with compilation of advice

  • liaise with team regarding valuations and information gathering

    • You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way.

    JohnstonGre...