Jobs

    Trainee Paraplanner - Newcastle upon Tyne, United Kingdom - Meraki Talent Ltd

    Meraki Talent Ltd
    Meraki Talent Ltd Newcastle upon Tyne, United Kingdom

    5 days ago

    Default job background
    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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