At a Glance
- Tasks: Analyse client needs and create tailored financial planning solutions.
- Company: Rapidly expanding wealth planning firm in Gateshead.
- Benefits: Competitive salary, hybrid working, and a collaborative team environment.
- Other info: Great opportunity for career growth in a supportive atmosphere.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 qualified Paraplanner with two years of industry experience.
The predicted salary is between 35000 - 45000 £ per year.
Titanwh is expanding rapidly and seeks a Level 4 qualified Paraplanner in Gateshead.
You will offer outstanding client experiences and provide technical support to advisers, producing clarity in tailored reports.
This role involves analyzing clients' needs, preparing financial planning solutions, and building client relationships, requiring excellent analytical skills and two years of industry experience.
Competitive salary, hybrid working, and a focus on team collaboration are part of the package.
#J-18808-Ljbffr
We think you need these skills to ace Senior Paraplanner - Hybrid Wealth Planning in Gateshead
Level 4 Qualification
Client Relationship Management
Analytical Skills
Financial Planning Solutions
Report Writing
Technical Support
Industry Experience
