Wealth Planning Assistant

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...

Job DescriptionAs 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...

Job Description:Researching products, financial planning solutions, and investment strategies to support the wealth advisersAssisting in the preparation of recommendation reports for client meetingsProviding high-level administrative support to the teamAssisting advisers with client managementGenerating technical reports and information for advisers and...

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...

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...

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...

Company OverviewOur client is a leading organisation in the financial services industry, providing bespoke wealth planning solutions to their clients. With a strong focus on delivering exceptional service and building long-lasting relationships, they offer a fantastic opportunity for career progression and personal development.**Job Description**As a Trainee...

Would you like to work for a friendly company that invests in you? Milestone Transport Planning (MTP) is a well-established and market-leading transport planning and highways design consultancy operating throughout the UK, assisting our diverse clientele with a range of interesting projects. The focus of this role will be to work closely with the Associate...

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...

As a Trainee Financial Paraplanner, you will join a dynamic team of professionals who work closely together to provide vital support to the wealth advisers.You will be responsible for researching products, financial planning solutions, and investment strategies, assisting in the preparation of recommendation reports, and providing high-level administrative...

Our client is looking for a Finance Assistant to strengthen their existing team. Duties include but are not limited to: - Reconciling ledgers and bank statements - Managing daily cash flow and information - Perform allocated balance sheet reconciliations in line with month-end and year-end deadlines - Manage queries, ensuring they are dealt with timely and...

Job OverviewAs a Paraplanning Assistant with our client, you will play a vital role in providing administrative support to the wealth advisers. You will be responsible for researching products, financial planning solutions, and investment strategies to assist in the preparation of recommendation reports for client meetings.**Required Skills and...

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...

About Our Organisation:Our client is a renowned organisation in the financial services industry, providing bespoke wealth planning solutions to clients across the UK. They take pride in their commitment to delivering exceptional service, building strong relationships, and supporting their clients' financial goals. This opportunity is ideal for those looking...

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...

Salary and Benefits:The competitive starting salary for this role is £25,000, rising to £27,250 after 6 months. Additionally, you can expect a minimum annual bonus of £4,000, subject to performance. You will also receive 25 days' annual leave, plus 2 extra days to earn and use every quarter.

About Our Organisation:Austin Fraser is a renowned organisation in the financial services industry, providing tailor-made wealth planning solutions to their clients. They pride themselves on their commitment to delivering exceptional service and building strong relationships with their clients.

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...

About Our Client:Austin Fraser is a renowned organisation in the financial services industry, providing tailor-made wealth planning solutions to their clients.We pride ourselves on our commitment to delivering exceptional service and building strong relationships with our clients. With a team of experienced professionals and a supportive work environment,...

About the Job">We are looking for a talented Paraplanning Support Specialist to join our team. As a key member of our team, you will provide administrative support to the wealth advisers and contribute to the development of financial planning solutions.Key Responsibilities:">">Preparing recommendation reports and generating technical reports for client...