Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Meraki Talent Ltd
Newcastle upon Tyne
Job Description Trainee Paraplanner Competitive Salary Permanent Newcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding y
Job Source: Meraki Talent Ltdmbf.
Newcastle Upon Tyne
Paraplanner (Progression to Advice role within 18 months) - Top National Financial Planners - Newcastle, Hybrid up to £52,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be based in Newcastle with a hybrid flexible working agre
Job Source: mbf.A for Appointments
Newcastle Upon Tyne
Exciting Paraplanner Opportunity in the North! Join an esteemed wealth management company, renowned for 15 years of industry leadership. Seeking an experienced Paraplanner to enrich their dynamic team. Perks: Competitive £30-40k salary (DOE) Enjoy 26 days annual leave plus birthday holiday and bank holidays Access to contributory pension scheme Com
Job Source: A for AppointmentsPremier Jobs UK Limited
Newcastle Upon Tyne
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide ca
Job Source: Premier Jobs UK LimitedIDEX Consulting Ltd
Newcastle Upon Tyne
Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planners and assisting them with a range of cases including complex tech
Job Source: IDEX Consulting Ltdmbf
Newcastle upon Tyne
Job Description Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week up to £55,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Newcastle office but can be eit
Job Source: mbfmbf
newcastle upon tyne, england, United Kingdom
Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week up to £55,000 + Bonus + Benefits (potentially flexible) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Newcastle office but can be either office based or
Job Source: mbfOrtus PSR
Newcastle Upon Tyne
Are you ready to take the next step in your career? a Leading Wealth Management company is looking for a talented and dedicated Paraplanner to join their Technical Planning team. This is your chance to make a real impact in a forward-thinking company that values your expertise and dedication. Why Join Us? Competitive Salary: Starting at £30,000+
Job Source: Ortus PSRnewcastle upon tyne, england, United Kingdom
Trainee Paraplanner
Competitive Salary
Permanent
Newcastle
Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully qualified financial advisor.
Key Responsibilities:
Maintain client files in both paper and electronic formats, ensuring accuracy and compliance.
Prepare client files and documentation for servicing and face-to-face meetings.
Coordinate client meetings and manage advisors' calendars.
Assist in processing new business applications and gathering required documentation.
Conduct research on investment products and industry regulations to support decision-making.
Liaise with third-party providers to facilitate transactions and resolve queries.
Background:
Previous experience in a financial planning/advisory environment is essential.
Strong work ethic.
Excellent communication skills.
Work effectively in a team.
Motivation and a willingness to learn.
Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’
Email Alert for Trainee Paraplanner jobs in newcastle upon tyne, england, United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.