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Trainee Paraplanner - Durham/ Newcastle

Job LocationNewcastle Upon Tyne
EducationNot Mentioned
Salary20,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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:

  • Assessing fact find documentation, assimilating information to allow a plan to be put together in line with key facts and attitude to risk.
  • Conducting fund and product provider research.
  • Creating suitability reports using Intelligent Office.
This role will be part office, part home-based.RequirementsIndividuals with knowledge of Intelligent Office (IO) back-office system will be at a distinct advantage.Ideally candidates will be working towards level 4 Diploma with exceptional work ethic and enthusiasm. Good organisational skills and diligence are also required for this role.In return a competitive salary will be on offer along with study support to chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.To find out more, or to apply, please send your cv to jenny @ tempestjones . comThe top end of the salary banding would be for more experienced and qualified candidates.IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

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