Trainee Wealth Planner (Paraplanner)
We are looking for a Trainee Wealth Planner (Paraplanner) to join our Private Wealth team in Newcastle. The team operates as part of Womble Bond Dickinson Wealth Limited and has a solid reputation for providing creative financial planning, tax solutions and investment advice to a wide range of private clients.
We have previously recruited Trainee Wealth Planners from diverse backgrounds, including those looking for a change of career, already in the industry and graduates. Two of our employees are former Maths teachers, who have made a successful career change.
The team
Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and ensure that our clients' wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.
The role
If you're looking to start your career as a Wealth Planner (Paraplanner), this job will offer you breadth of experience, development opportunities and an environment that is hard to replicate elsewhere in the industry. You'll join our Investments and Pensions team in Newcastle, working on a variety of clients, including individuals, corporates, trusts and charities. Over time you could specialise in one area, dependent on where your preferences lie.
Our Wealth Planners have a crucial role in supporting the advisors; attending client meetings, acting as a point of contact for clients, undertaking research into financial products, developing solutions for our clients, drafting recommendation reports and letters, reviewing portfolios and assessing investment risk.
The candidate
As a strong candidate, you will be enthusiastic when it comes to managing your workload and adapt well to a fast-paced environment. We operate in a highly procedural environment, shaped by the practices of a law firm as well as the usual FCA regulations, so a good grasp of processes and procedures is required. Your communication skills will be first-class, both written and verbal. Familiarity with a wide range of IT packages is expected, including Microsoft Office.
To be successful in this role, you'll need as a minimum;
Strong written / numerical skills
Report writing skills and the ability to analyse multiple financial issues
Strong IT skills
Ability to work well within a team
The ability to demonstrate a passion or interest in wealth and financial planning by something you do or have done.
What's in it for you?
Most of our team have developed through our internal training programme and this is something that we feel passionately about. We support our trainee planners with their studies to complete the Diploma in Regulated Financial Planning with the Chartered Insurance Institute, with some Trainee Planners progressing to become Chartered Financial Advisors.
What makes it great to work here?
We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits
As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.
Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, neurodiversity, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about DEI at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.
We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right hand side of this page. Please also let us know if you need this job advert or the application form in a different format.
We will offer an interview to candidates with a disability or long-term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.
We are an in-house recruitment team and will always aim to fill our roles directly in the first instance. If you're an agency, please click here for ways that you can work with us.