Trainee Paraplanner

JohnstonGreer · Inverurie, Scotland, United Kingdom

Location

Inverurie

Job Type

Full-time

Posted

June 23, 2026

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.
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