Trainee Wealth Planner (1053)

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., Find out more about our Responsible Business initiatives here, including our net zero goals, local community engagement and social inclusion

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.

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 both corporate and 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., Daniel, one of our Wealth Planners and former teacher, says "My role as a Trainee Planner at WBDW Limited gave me a great platform to begin my new career, and I know that my future with WBDW Ltd will provide me with many more exciting development and growth opportunities". 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, full-time or part-time working patterns. 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, 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 ED&I at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.

Alongside a competitive salary you'll receive a flexible benefits package so you can choose and vary the benefits that matter most to you, Pension Health Care LifeAssurance Volunteering Days CarbonOffsetting Flexi-working Holiday-purchase Learn more