Junior / Trainee Paraplanner (Bespoke Advisory)

Junior / Trainee Paraplanner (Bespoke Advisory)

25,000-30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits

Dunblane

Are you a Graduate or similar looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, specialist training , study support and a range of quick progression opportunities to senior roles?

This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team.

In this varied role you will receive full training to become a paraplanner. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond.

This exciting, collaborative role would suit an aspiring paraplanner looking to kickstart their career within a growing company offering full specialist training and a range of progression pathways.

The Role:

• Support advisors with financial advisory projects
• Write reports, carry out research and cashflow modelling
• Liaise with colleagues and clients
• Use bespoke systems (training provided)
• Monday-Friday 9am-5pm

The Person:

• Aspiring Paraplanner
• Looking to join a tight-knit, office based consultancy
• Commutable to Dunblane

Trainee, Junior, Graduate, Paraplanner, Advisor, Wealth Management, ACCA, ACA, Full Training, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane

Reference number: BBBH22424

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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