Trainee Financial Planner

**Trainee Financial Planner** **Location: Newcastle** **Salary: £45,000 + OTE** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts...

**Department**:Lowes Financial Academy / Lowes Financial Management Limited **Post Title**:Financial Services Trainee **Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner **Specific tasks include**: - Setting up meetings between the Academy leader and potential clients. - Sending course information to...

We are looking for a Trainee Wealth Planner (Paraplanner) to join our Private Wealth team in Newcastle. The team operates as part of Womble Bond Dickinson Wealth Limited and has a solid reputation for providing creative financial planning, tax solutions and investment advice to a wide range of both corporate and private clients. We have previously recruited...

**Are you looking for a new career or new challenge?** - Join a local company with a **20 year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a new...

**Trainee Financial Planner - North East** Are you a level 4 Qualified Paraplanner looking to take that next step into an advisory role? OR Are you working in bancassurance or a building society with Level 4 status looking for that golden opportunity to get full training and support to become a Financial Adviser? OR You have the Level 4 Diploma which...

IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Newcastle offices. Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book...

**Employed Financial Planner** **Location: Newcastle** **Salary: £30,000 - £60,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an...

**Trainee Paraplanner** **(Full training and study support to obtain Diploma in Financial Planning provided)** **Agile working available** A fantastic opportunity has arisen for a Trainee Paraplanner to join a national chartered firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial...

Financial Planner Newcastle / North East region Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced clients from...

Financial Planner Newcastle / North East region Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced clients from...