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Meraki Talent Limited
Newcastle Upon Tyne
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 jou
Job Source: Meraki Talent LimitedMeraki Talent Ltd
newcastle 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 t
Job Source: Meraki Talent LtdIDEX Consulting Ltd
newcastle upon tyne, england, United Kingdom
Paraplanner Hybrid £43,000 - £50,000 Newcastle 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
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Newcastle upon Tyne
Job Description Paraplanner Hybrid £35,000 - £45,000 Newcastle 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 pl
Job Source: IDEX Consulting LtdFinlink Ltd
Newcastle Upon Tyne
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the busines
Job Source: Finlink Ltdmbf.
Newcastle Upon Tyne
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 h
Job Source: mbf.IDEX 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 and a unique earning potential.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
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
newcastle upon tyne, england, United Kingdom
Paraplanner Hybrid £35,000 - £45,000 Newcastle 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
Job Source: IDEX Consulting LtdUnited Kingdom
Trainee Paraplanner
Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest.
A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team 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.
Full and thorough training will be provided so no previous experience in paraplanning is required.
The role
The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.
Core tasks will involve:
Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
This role will be fully office based.
Requirements
This role would suit a financial planning administrator looking to launch their career into a more technical field or a graduate with a degree in a financial related field, with some work experience.
Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.
In return a competitive salary will be on offer along with study support to Diploma, 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 . com
NB: The top end of the salary banding would be for highly experienced and qualified candidates.
IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Trainee/ Graduate Paraplanner jobs in United Kingdom
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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