Trainee Paraplanner

**Trainee Paraplanner** **(Full training and study support to obtain Diploma in Financial Planning provided)** **Agile working available** A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial...

Trainee 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 Paraplanner Tyne and Wear (with additional option of home working) £22,000 - £28,000 (depending on experience) + excellent benefits, exam support, flexible working My client is a well-established and ambitious regional IFA who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. This role can be fully office based or a...

**Trainee Paraplanner** **(Full training and study support to obtain Diploma in Financial Planning provided)** **Agile working available** A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial...

I am recruiting for a Trainee Paraplanner to join a well established wealth management company. This is a permanent position that is full time based in Newcastle Under Lyme. You will be apart of a fantastic team that has been in business since 1982. Main Purpose of the Role: - Eventually be able to work with the senior team to provide all employees with a...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...

Job DescriptionWe are seeking an experienced Administrative Support Role for our Financial Planning & Wealth Management Business.Responsibilities include preparing correspondence, ensuring client records are accurate and up-to-date, processing letters of authority, and maintaining administration systems.The ideal candidate will have excellent communication...

I am currently working with a successful Financial Planning practice who are seeking an additional Training and Competency Manager (T&C) to focus on Independent Financial Planner development and competence. This role would suit a T&C specialist or even a Financial Adviser or Paraplanner/ Compliance Specilaist looking to make a career change. Level 4...

An exciting time to be part of an established company going into a period of national growth and expansion. You will be provided with clients and be expected to build on this portfolio through your own contacts and experience in business development. You will have experience providing quality financial advice for a minimum of 2 years. **Requirements and...

About the RoleThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services professionals.Prepare correspondence including letters and emailsEnsure accurate and up-to-date client recordsProcess letters of authority and chase up providersMaintain administration...

About the Role:We are seeking a highly organized and detail-oriented Financial Services Professional to join our team in Newcastle. As an Administrative Support Specialist, you will be responsible for providing exceptional support to our Financial Advisers.Key Responsibilities:Prepare correspondence, including letters and emails, to ensure timely...

About the Opportunity:We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.Key Responsibilities:Prepare correspondence, including letters and emails, to...

This national Independent Financial Planning firm is currently seeking a trainee independent financial adviser to join its team. In this role you will be provided clients to manage and advise in addition to internal referrals from other advice channels withinthe firm and also leads generated by the marketing team. You will be provided with support both...

**Job Type**: Perm Town/City: Newcastle County: Northumberland Salary/Rate: £30,000 - £32,000 + KPI bonus (£9,000+ per annum) + sales bonus Sector: Financial Services Discipline: Financial Planner Job ref: 523616 **Frustrating isn’t it? All that hard work getting level 4 exams. The time, the cost, the missed social events. You took it to develop...

**About us** At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day. Azets Wealth Management is a sister company of Azets and is an industry leading firm committed to providing top-tier financial services to our clients. We...

Excellent communication skills, in particular, a good telephone manner - Must have a good command of English (written grammar and spelling) - Sound IT skills with a good working knowledge of Word, Excel, and Outlook - Must have great attention to detail - Able to manage time effectively and multi-task - Ability to prioritise effectively and organise own...