Trainee Paraplanner - Wealth Mgmt; Study
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-06-26
Listing for:
Phoenix Talent Partners
Apprenticeship/Internship
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Location: Newcastle upon Tyne
Phoenix Talent Partners is seeking a Financial Services Admin/Trainee Paraplanner to join a boutique wealth management practice in Cheshire. This role offers a genuine path for career development, with hands-on training and mentorship from experienced professionals.
The ideal candidate will support the Financial Planners while conducting research and preparing client documentation. A strong interest in financial planning and compliance along with excellent communication skills are essential for this position.
Competitive salary, flexible working options, and study support towards Level 4 Diploma qualifications are included.
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