Paraplanner Trainee Office Based
3 weeks ago
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 to start or advance their career in the financial services industry, with opportunities for growth and development within a dynamic team.
Key Responsibilities:
In this role as a Trainee Financial Paraplanner, you will be responsible for assisting our wealth advisers with client management, generating technical reports, and maintaining accurate records. You will also contribute to the preparation of recommendation reports and provide administrative support to our team. To succeed in this role, you will need excellent communication skills, strong organisational abilities, and a passion for learning and development. If you are eager to develop your career in the financial services industry, we would love to hear from you.
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Trainee Financial Services Professional
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeAre 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...
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Trainee Wealth Planner
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeAbout 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...
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Financial Services Professional
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeAbout the OpportunityOffice Angels is seeking a highly motivated Trainee Financial Paraplanner to join their dynamic team in Gateshead. As a permanent full-time role, this position offers an exciting opportunity for career progression and personal development.The ideal candidate will have a minimum of 2 years' experience as a competent Administrator, with...
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Trainee Wealth Planner
3 weeks ago
Gateshead, Gateshead, United Kingdom CV-Library Full timeWe 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...
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Wealth Planning Associate
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeOffice 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...
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Financial Services Assistant
2 days ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeJob Summary:A Trainee Financial Paraplanner is required to join our client's dynamic team. The successful candidate will be responsible for researching products, financial planning solutions, and investment strategies, as well as assisting in the preparation of recommendation reports for client meetings and providing high-level administrative support to the...
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Office Financial Assistant
3 weeks ago
Gateshead, Gateshead, United Kingdom CV-Library Full timeWe 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...
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Administrative Support Specialist
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeIf 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...
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Administrative Support Specialist
3 weeks ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeJob OverviewWe are looking for a highly skilled and organized Trainee Financial Paraplanner to join our team in Gateshead. The successful candidate will have excellent administrative skills, strong communication skills, and a passion for delivering exceptional customer service.This permanent full-time role offers an exciting opportunity for career...
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Financial Services Administrator
3 weeks ago
Gateshead, Gateshead, United Kingdom CV-Library Full timeAre 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...
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Trainee Wealth Planner
3 days ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeWe're an ambitious company that's passionate about helping our clients achieve their financial goals. As a Trainee Financial Paraplanner, you'll be working closely with our experienced team to deliver exceptional service and build strong relationships with our clients.What You'll Do:Assist in the preparation of recommendation reports for client...
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Paraplanning Professional
3 weeks ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeSalary 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...
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Paraplanning Assistant
3 weeks ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeAs 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...
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Paraplanning Assistant
1 week ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeCompany 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...
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Business Development Trainee
3 days ago
Gateshead, Gateshead, United Kingdom Getting In Limited Full timeJob Title: Business Development TraineeEstimated Salary: £19,000 - £23,000 per annum (dependent on experience)Job DescriptionWe are looking for a motivated Business Development Trainee to join our team in Gateshead. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with customers, growing our...
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Administrative Support Role
3 days ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeWe're looking for a talented individual to join our team as a Trainee Financial Paraplanner. As a key member of our team, you'll play a crucial role in supporting our wealth advisers to deliver exceptional service to our clients.Key Responsibilities:Assist in the preparation of recommendation reports for client meetingsProvide high-level administrative...
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Wealth Management Assistant
3 weeks ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeJob 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...
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Financial Services Administrator
2 days ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeAbout Our Organisation: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.We are seeking a highly skilled Trainee Financial Paraplanner to join...
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Financial Planning Specialist
3 weeks ago
Gateshead, Gateshead, United Kingdom Austin Fraser Full timeCompany 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...
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Financial Services Administrator Trainee
7 days ago
Gateshead, Gateshead, United Kingdom Office Angels Full timeSalary & Benefits:The successful candidate will receive a competitive starting salary of £25,000 (rising to £27,250 after 6 months), plus a potential annual bonus of £4,000 (subject to performance). You will also enjoy a comprehensive benefits package, including 25 days annual leave, flexible working hours, and a supportive team environment.In addition to...