Trainee Paraplanner

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.

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