Trainee Paraplanner, Newcastle Upon Tyne

United Kingdom, England, Newcastle Upon Tyne
Last update 2024-05-19
Expires 2024-06-19
ID #2153905951
Trainee Paraplanner, Newcastle Upon Tyne
United Kingdom, England, Newcastle Upon Tyne,
Modified May 14, 2024


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’

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Trainee paraplanner

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