Wealth Management Assistant

2 days ago


Gateshead, Gateshead, United Kingdom Austin Fraser Full time
Job Description
As a Trainee Financial Paraplanner, your primary responsibility will be to assist wealth advisers in researching products, financial planning solutions, and investment strategies. This involves preparing detailed reports for client meetings, generating technical reports and information, and providing high-level administrative support to the team. Additionally, you will collaborate with wealth advisers to develop tailored financial plans for our clients.

Benefits
We offer a comprehensive package of benefits, including a competitive starting salary of £25,000 rising to £27,250 after 6-month probation, study support for additional qualifications, £4,000 potential annual bonus, and a range of other benefits such as 25 days annual leave, flexi-time, and a supportive team environment. Our organisation is committed to delivering exceptional service and building strong relationships with our clients.

About Us
We are a leading provider of wealth planning solutions in the UK, with a reputation for delivering exceptional service and building strong relationships with our clients. Our team of experienced professionals provides expert advice and guidance to individuals and businesses across the country. If you have a passion for financial services and a desire to build a rewarding career, we encourage you to apply for this exciting opportunity.

  • Gateshead, Gateshead, United Kingdom Office Angels Full time

    Office Angels is seeking a highly skilled Trainee Financial Paraplanner / Administrator to join our dynamic team in the financial services industry.About the Role:We are looking for an individual with excellent attention to detail and strong Word and Excel skills to assist the wealth advisers by researching products, financial planning solutions, and...


  • Gateshead, Gateshead, United Kingdom TC Group Full time

    Join Our Team as a Senior Wealth Management SpecialistWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at TC Group.In this role, you will provide expert advice on various financial matters, including investment planning, company investments, inheritance tax planning, pensions, life and protection.The ideal...


  • Gateshead, Gateshead, United Kingdom CV-Library Full time

    We are currently seeking a Trainee Financial Paraplanner to join our dynamic team based in Gateshead. As a Trainee Financial Paraplanner, you will work closely with experienced professionals to provide vital support to wealth advisers. Your responsibilities will include researching products, financial planning solutions, and investment strategies, assisting...


  • Gateshead, Gateshead, United Kingdom CV-Library Full time

    We are a renowned organisation in the financial services industry, providing tailor-made wealth planning solutions to our clients. We pride ourselves on our commitment to delivering exceptional service and building strong relationships with our clients. We are seeking a Trainee Financial Paraplanner to join our team based in Gateshead.As a Trainee Financial...


  • Gateshead, Gateshead, United Kingdom Austin Fraser Full time

    Company OverviewWe are a renowned organisation in the financial services industry, based in the UK, providing tailor-made wealth planning solutions to our clients. We pride ourselves on our commitment to delivering exceptional service and building strong relationships with our clients.About the Role:As a Trainee Financial Paraplanner, you will be responsible...


  • Gateshead, Gateshead, United Kingdom Office Angels Full time

    About the JobWe are seeking a highly motivated Trainee Financial Paraplanner to join our team in Gateshead. This permanent full-time role offers an exciting opportunity for career progression and personal development, with a competitive starting salary of £25,000 (rising to £27,250 after 6-month probation), along with study support for any additional...


  • Gateshead, Gateshead, United Kingdom Office Angels Full time

    Are you a driven and motivated individual looking for a new challenge in the financial services industry?About the Job:We are seeking a Trainee Financial Paraplanner / Administrator to join our team as a key member of our dynamic team. With a focus on research and analysis, you will assist our wealth advisers by gathering information, identifying trends, and...


  • Gateshead, Gateshead, United Kingdom Tructyre Fleet Management Limited Full time

    Elevate Your Career with Tructyre Fleet Management LimitedWe are looking for a skilled Customer Service Advisor to join our team in Gateshead. This role offers an exciting opportunity to develop your skills and experience in a dynamic and supportive environment.The Role: Customer Service Advisor - GatesheadSalary: £23,869 per annumWorking Hours:40 hours per...


  • Gateshead, Gateshead, United Kingdom Ad Warrior Ltd Full time

    Job Title: Financial Management AssistantLocation: Gateshead, UKThe Ad Warrior Ltd is looking for a skilled Financial Management Assistant to support the finance team in achieving effective financial management. This role will be a fixed-term position of 12 months.You will work closely with the finance team to provide relevant financial information and add...


  • Gateshead, Gateshead, United Kingdom Shaftesbury Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to fill the role of Financial Management Assistant. This is an exciting opportunity to join our team at Shaftesbury and contribute to our organization's financial management.The successful candidate will be responsible for supporting the Finance Business Partner in achieving...


  • Gateshead, Gateshead, United Kingdom Office Angels Full time

    If you're a skilled and ambitious individual looking to take the first step in your career in the financial services industry, then we would love to hear from you!About the Company:Our company has a long history of delivering exceptional service and building strong relationships with clients in the financial services industry. We provide tailor-made wealth...


  • Gateshead, Gateshead, United Kingdom Farmfoods Full time

    Job DescriptionWe are seeking a highly motivated and experienced Assistant Manager to join our team at Farmfoods. The successful candidate will be responsible for leading a team of retail assistants and contributing to the overall success of the shop.Key Responsibilities:Work closely with the Shop Manager to ensure the efficient operation of the shop and...


  • Gateshead, Gateshead, United Kingdom Austin Fraser Full time

    Salary and BenefitsWe offer a competitive starting salary of £25,000 rising to £27,250 after 6-month probation, as well as a range of benefits including study support for additional qualifications, £4,000 potential annual bonus, 25 days annual leave, and flexible working hours. Our organisation prides itself on its commitment to delivering exceptional...


  • Gateshead, Gateshead, United Kingdom ENGINEERINGUK Full time

    Key Responsibilities:To provide a high level of care for cats in our centre, ensuring their physical and emotional needs are met.To assist with rehoming information, viewings, and adoption processes, helping to find forever homes for cats in our care.To support the Centre Manager and Deputy Manager in the day-to-day running of the centre, including...


  • Gateshead, Gateshead, United Kingdom CV-Library Full time

    Role Overview:GEM Partnership is a dynamic company seeking an experienced Administrative Assistant - Document Management to join our team. As an integral part of our administrative team, you will play a critical role in ensuring the effective management of project and manufacturing documentation.About the Job:The ideal candidate will have demonstrable...


  • Gateshead, Gateshead, United Kingdom NHS Full time

    Join us in supporting the NHS in delivering exceptional patient care. This is a fantastic opportunity to develop your skills and experience in a dynamic and challenging environment.About the PositionThe estimated annual salary for this position is £45,000 - £60,000, commensurate with experience.Main Job DutiesYou will be responsible for supporting the...


  • Gateshead, Gateshead, United Kingdom Tructyre Fleet Management Limited Full time

    Revolutionise Fleet Management with TructyreWe are seeking a passionate individual to join our team as a Customer Service Advisor in Gateshead. As a key member of our Customer Experience Centre, you will be responsible for creating job requests, managing customer interactions, and ensuring seamless service delivery.The Role: Customer Service Advisor -...


  • Gateshead, Gateshead, United Kingdom Tructyre Fleet Management Limited Full time

    Become a Key Player in Tructyre's Fleet Management TeamWe are seeking a highly motivated Customer Service Advisor to join our team in Gateshead. As a vital part of our Customer Experience Centre, you will play a key role in delivering exceptional customer experiences and ensuring seamless service delivery.The Role: Customer Service Advisor - GatesheadSalary:...


  • Gateshead, Gateshead, United Kingdom Gateshead Health NHS Foundation Trust Full time

    Join us as an Assistant Director at Gateshead Health NHS Foundation Trust and be part of a dynamic team that makes a real difference in people's lives. As a key member of our leadership team, you will play a vital role in shaping the future of our organisation.Main Responsibilities and ExpectationsCollaborate with clinicians and other stakeholders to design...


  • Gateshead, Gateshead, United Kingdom Farmfoods Full time

    About UsFarmfoods is a dynamic and fast-paced retail environment that offers exciting opportunities for career development.Salary & Benefits£12.50 per hour, guaranteed minimum 24 hours work per week, resulting in a minimum weekly income of £300. In addition to your pay, you will also benefit from:- 6 weeks holiday each year- Great training and development...