This Trainee Paraplanner role provides technical support for financial advice delivered to high-net-worth and ultra-high-net-worth clients. It suits someone looking to develop within wealth management while working on investment and retirement planning, including complex cases.
At a glance
- Salary of 30,000 to 36,000
- Benefits and bonus included
- Office-based position
- Technical support and report-writing duties
The role
- Support investment and retirement planning work
- Gain exposure to inheritance tax planning and discretionary fund management cases
What you will do
- Provide technical support
- Help compile advice reports
- Support client communications
What is on offer
- Salary from 30,000 to 36,000
- Benefits
- Bonus
Working pattern and location
- Office-based in Inverurie
How to apply
Use the linked vacancy advert to apply to the recruiting organisation. Registering your CV with theHRkey is separate from an application to that organisation.