Paraplanning Professional

2 days ago


Gateshead, Gateshead, United Kingdom Austin Fraser Full time
Salary and Benefits
We 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 service and building strong relationships with our clients. As a Trainee Financial Paraplanner, you will have the opportunity to work with a talented team of professionals and develop your skills and knowledge in the field of financial services.

About the Job
This is an exciting opportunity to join our team as a Trainee Financial Paraplanner and play a key role in assisting wealth advisers in researching products, financial planning solutions, and investment strategies. You will be responsible for preparing detailed reports for client meetings, generating technical reports and information, and providing high-level administrative support to the team. If you have a passion for financial services and a desire to build a rewarding career, we encourage you to apply for this opportunity.