Trainee Paraplanner
2 weeks ago
Trainee Paraplanner
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
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’
-
Trainee Paraplanner
7 days ago
Newcastle upon Tyne, United Kingdom meraki talent ltd Full timeTrainee Paraplanner Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Competitive Salary Permanent 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...
-
Trainee Paraplanner
7 days ago
Newcastle upon Tyne, United Kingdom meraki talent ltd Full timeTrainee Paraplanner Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. Competitive Salary Permanent 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...
-
Trainee Paraplanner
7 days ago
Newcastle upon Tyne, United Kingdom meraki talent ltd Full timeTrainee Paraplanner Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. 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...
-
Trainee Paraplanner
7 days ago
Newcastle upon Tyne, United Kingdom meraki talent ltd Full timeTrainee Paraplanner Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. 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...
-
Trainee Paraplanner
1 week ago
Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full timeTrainee Paraplanner Competitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannerCompetitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeJob Description 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannerCompetitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee 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...
-
Trainee Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannerCompetitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
10 hours ago
Newcastle Upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannerCompetitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
1 week ago
Newcastle upon Tyne, United Kingdom meraki talent ltd Full timeTrainee ParaplannerMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Competitive SalaryPermanentNewcastleMeraki 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...
-
Trainee Paraplanner
7 days ago
Newcastle Upon Tyne, United Kingdom Search Consultancy Full timeTrainee Paraplanner Newcastle upon Tyne £24,000 - £30,000 (depending on experience) + excellent benefits, exam support, free parking My client is a well-established and ambitious IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. This role offers genuine progression and development with excellent training, exam...
-
Trainee Paraplanner
2 weeks ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeJob Description 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...
-
Trainee Paraplanner
16 hours ago
Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannernCompetitive SalarynPermanentnNewcastleMeraki 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...
-
Trainee Paraplanner
6 hours ago
Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Meraki Talent Ltd Full timeTrainee ParaplannerCompetitive SalaryPermanentNewcastle 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...
-
Trainee Paraplanner
4 weeks ago
Tyne And Wear, United Kingdom Search Consultancy Full timeTrainee Paraplanner Tyne and Wear £22,000 - £28,000 (depending on experience) + excellent benefits, exam support My client is a well-established and ambitious regional IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. The office is based in the Tyne and Wear region. There is a preference for applicants to have...
-
Trainee/ Graduate Paraplanner
1 week ago
Tyne and Wear, United Kingdom Tempest Jones Full timeTrainee 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...
-
Trainee/Junior Financial Adviser
16 hours ago
Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full timeTrainee/Junior Financial AdvisernNewcastleAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?IDEX consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would...