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Job Location | Newcastle Upon Tyne |
Education | Not Mentioned |
Salary | 20,000 - 30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Trainee Paraplanner (Graduates are encouraged to apply, however a degree is NOT essential)A fantastic opportunity has arisen for a Trainee Paraplanner to join a successful busy practice of financial planners who specialise in giving advice to individuals and corporate entities on pensions, investments and protection.You will join a dynamic team of support staff who work together to support a large team of busy holistic financial planners.On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full study support will be provided.This role would suit candidates who have been working within financial services in an administrative capacity, looking to take that next step into paraplanning, as well as candidates experienced undertaking the paraplanner role already. It would also suita graduate looking to move into the financial services world.The roleThe successful candidate will provide technical support to financial planners with pre and post advice administration. You will assist the advisers in assessing clients needs in the short and long term, assess their attitude to risk and help them to createa suitable financial plan for the future.Core tasks will involve: