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Newcastle upon Tyne

    Trainee Paraplanner - newcastle-upon-tyne, tyne and wear, United Kingdom - Meraki Talent Ltd

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    Description
    Job Description

    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'


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