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Trainee Paraplanner

Posted 10 May by Meraki Talent Limited

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Salary negotiable

Newcastle Upon Tyne , Tyne And Wear

Permanent, full-time

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Trainee Paraplanner
Competitive Salary
Permanent
Newcastle

Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully qualified financial advisor.

Key Responsibilities:

Maintain client files in both paper and electronic formats, ensuring accuracy and compliance.
Prepare client files and documentation for servicing and face-to-face meetings.
Coordinate client meetings and manage advisors' calendars.
Assist in processing new business applications and gathering required documentation.
Conduct research on investment products and industry regulations to support decision-making.
Liaise with third-party providers to facilitate transactions and resolve queries.

Background:

Previous experience in a financial planning/advisory environment is essential.
Strong work ethic.
Excellent communication skills.
Work effectively in a team.
Motivation and a willingness to learn.

Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’

Reference: 52629219

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