Trainee Paraplanner – Innovative Financial Planning Firm
Location: Newcastle-under-Lyme
Salary: Up to £30,000 + company benefits (negotiable based on experience)
Job Type: Full-time (flexibility available for the right candidate)
An exciting opportunity has arisen to join a dynamic and forward-thinking firm of Financial Planners based in Newcastle-under-Lyme. This entrepreneurial company works with a community of high-net-worth individuals, business owners, and local entrepreneurs, providing tailored financial planning and investment management solutions. Having grown significantly over the past 10 years, they now have a team of 20 staff and ambitious plans for further expansion in their modern, open-plan offices.
The Role
This position offers a fantastic opportunity for a motivated individual looking to develop their career in financial planning. The role is a blend of IFA administration and paraplanning work, with the added opportunity to sit in on and contribute to client meetings. Responsibilities include:
- Preparing and supporting financial plans tailored to clients' needs
- Assisting in investment management processes
- Supporting financial planners with research and report writing
- Gaining valuable experience through direct client interactions
This is a fully office-based role to encourage collaborative learning, but the company is open to flexible working hours or part-time arrangements for the right candidate.
Career Development & Progression
The firm prides itself on supporting its staff with clear progression pathways. Each team member has a personal development plan, with multiple routes available, including:
- Leadership & management positions
- Specialist technical roles
- Becoming a Financial Advisor
They also offer full support in gaining professional qualifications and developing the experience required to achieve career goals.
Who Should Apply?
This opportunity is ideal for someone proactive, eager to learn, and passionate about financial planning. While previous experience in financial services is advantageous, the company is looking for the right attitude and potential to succeed in the role.
How to Apply
This vacancy is being advertised on behalf of our client, a leading financial planning firm. If you are interested in this opportunity, please apply today or contact us for more details.
Sector:
- Financial Services
- Financial Planning
