Calling all Trainee Financial Paraplanners / Superstar Administrators, stop everything! This is the role you have been waiting for 💫

Benefits & Perks:

✨ Competitive starting salary £25k (minimum) rising to £27,250 after 6-month probation

✨ Study support for any additional qualifications

✨ £4k (minimum) potential annual bonus - Post probation, subject to performance

✨ 25 days annual leave (+ 2 extra days to earn and use every quarter)

✨ Annual pay review based on performance

✨ Flexi-time (37.5 hours across the week)

✨ Supportive team environment and first class training

About Our Client:

Based in Gateshead, our client is a renowned organisation in the financial services industry, providing tailor-made wealth planning solutions to their clients. They pride themselves on their commitment to delivering exceptional service and building strong relationships with their clients. With a team of experienced professionals and a supportive work environment, our client offers a fantastic opportunity for career progression and personal development.

About The Job:

As a Trainee Financial Paraplanner, you will join a dynamic team of professionals who work closely together to provide vital support to the wealth advisers. Your main responsibilities will include:

🔍 Researching products, financial planning solutions, and investment strategies

📝 Assisting in the preparation of recommendation reports for client meetings

💼 Providing high-level administrative support to the team

🤝 Assisting advisers with client management

📊 Generating technical reports and information for advisers and clients

Skills:

✅ Great attention to detail

✅ Must be a fully competent Administrator (minimum of 2 years prior experience)

✅ Strong Word & Excel skills

✅ Fantastic literacy and numeracy skills

✅ Fast typing speeds

✅ Previous experience within Financial Services would be advantageous but not essential

Contract Type: Permanent

Driving Required: Yes (preferred but not essential)

Working Pattern: Full Time Office Based (Flexi time available)

With full training provided, this is the perfect opportunity for you to enhance your already fantastic administrative skills, work closely with financial advisers, and make a meaningful contribution to client's financial journeys. Don't miss out! This could be the start of a very successful career within the financial services industry.

📩 Application Deadline: December 31st 2024

🛈 Please note that only shortlisted candidates will be contacted.

Office Angels is an employment agency. We are also an equal opportunities employer. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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