Trainee Wealth Planner

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 Trainee Wealth Planners from diverse backgrounds, including those looking for a change of career, already in the industry and graduates. Two of our employees are former Maths teachers, who have made a successful career change. **_ The team_** Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and ensure that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible. **_ The role_** If you're looking to start your career as a Wealth Planner (Paraplanner), this job will offer you breadth of experience, development opportunities and an environment that is hard to replicate elsewhere in the industry. You'll join our Investments and Pensions team in Newcastle, working on a variety of clients, including individuals, corporates, trusts and charities. Over time you could specialise in one area, dependent on where your preferences lie. Our Wealth Planners have a crucial role in supporting the advisors; attending client meetings, acting as a point of contact for clients, undertaking research into financial products, developing solutions for our clients, drafting recommendation reports and letters, reviewing portfolios and assessing investment risk. To be successful in this role, you'll need as a minimum; - Strong written / numerical skills - Report writing skills and the ability to analyse multiple financial issues - Strong IT skills - Ability to work well within a team - The ability to demonstrate a passion or interest in wealth and financial planning by something you do or have done. **_ What's in it for you?_** Most of our team have developed through our internal training programme and this is something that we feel passionately about. We support our trainee planners with their studies to complete the Diploma in Regulated Financial Planning with the Chartered Insurance Institute, with some Trainee Planners progressing to become Chartered Financial Advisors. Daniel, one of our Wealth Planners and former teacher, says "My role as a Trainee Planner at WBDW Limited gave me a great platform to begin my new career, and I know that my future with WBDW Ltd will provide me with many more exciting development and growth opportunities". **_What makes it great to work here?_** We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working, full-time or part-time working patterns. Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about ED&I at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations. We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you're an agency, please click here for ways that you can work with us.