Junior / Trainee Paraplanner (Bespoke Advisory)
£25,000‑£30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits
Auchterarder
Are you 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 is a tight‑knit financial advisory firm established 15 years ago and 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, and providing general support for the financial planners. This is an office‑based role where you will liaise with a tight‑knit team of 7 and 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 9 am–5 pm
The Person
* Aspiring Paraplanner
* Looking to join a tight‑knit, office‑based consultancy
* Commutable to Auchterarder
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 remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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