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Trainee Wealth Planner - Path to Chartered Advisor
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-02-16
Listing for:
Womble Bond Dickinson (UK) LLP
Apprenticeship/Internship
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A UK law firm seeks a Trainee Wealth Planner (Paraplanner) to join their Private Wealth team in Newcastle.
This role offers a range of experiences, supporting advisors, attending client meetings, and developing financial solutions. The ideal candidate should possess strong written and numerical skills, adaptability, and excellent communication abilities. Successful candidates will receive support for achieving a Diploma in Regulated Financial Planning, paving the way towards becoming Chartered Financial Advisors.
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