Financial Services Administrator

18 hours ago


Gateshead, Gateshead, United Kingdom CV-Library Full time

Are you looking for a career in financial services? We are seeking a Trainee Financial Paraplanner to join our team based in Gateshead. As a Trainee Financial Paraplanner, you will be responsible for researching products, financial planning solutions, and investment strategies. You will also assist in the preparation of recommendation reports for client meetings and provide high-level administrative support to the team.

We offer a competitive salary of £25k (minimum) rising to £27,250 after 6-month probation, study support for any additional qualifications, £4k (minimum) potential annual bonus, 25 days annual leave, and flexi-time. Our team is supportive and provides first-class training, allowing you to enhance your administrative skills and make a meaningful contribution to clients' financial journeys.

The ideal candidate will have great attention to detail, strong Word and Excel skills, fantastic literacy and numeracy skills, and fast typing speeds. Previous experience within financial services is advantageous but not essential.



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