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Trainee Paraplanner

Job description

My client is currently looking for an Trainee Paraplanner to join their business in Livingston. Hybrid working reporting into our Operations Director, you will need to have knowledge in products and regulations across pensions, investments, protection and inheritance tax planning, to assist our advisers in providing holistic advice to their clients and prospects.


  • Working within the business support team to ensure the administration of the office is running smoothly and efficiently
  • Creating illustrations, suitability reports
  • Servicing of existing clients and new prospects
  • Liaising with pension and investment providers to facilitate the transfer of assets
  • Developing and maintaining relationships with advisers and their support staff


  • Diploma in Regulated Financial Planning would be advantageous
  • Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge

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