11 Financial Services / Investment jobs in Gateshead

You'll join our Investments and Pensions team in Newcastle, working primarily on clients of the law firm, including individuals, corporates, trusts and charities. Our Wealth Paraplanners have a crucial role in supporting the advisers, and on a day-to-day basis you'll attend client meetings, act as a key point of contact for clients, undertake research into financial products, prepare and present lifetime cashflow analysis, develop solutions and draft recommendation reports and letters. You'll also be involved in implementing those recommendations and regularly reviewing client portfolios. Much of our work is done in close collaboration with lawyers and accountants in the wider private client team, which allows us to formulate complex and holistic advice for clients which factors in the full range of financial planning, legal and tax issues., Find out more about our Responsible Business initiatives here, including our net zero goals, local community engagement and social inclusion

This is a busy team and you'll need to be prepared to work under pressure with a high volume of work. 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, and you'll have excellent technical knowledge, plus experience in recommending investments, pensions, and life assurance. Familiarity with a wide range of IT packages is expected, including Microsoft Office, plus ideally (though not essential) Intelliflo and Voyant or other cashflow analysis tools. To be successful in this role, you'll need as a minimum;

• Experience of working within a financial planning environment
• RO1 to RO6 qualifications
• Experience in recommending investments, pensions and life assurance
  
  We're looking for a Wealth 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 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.

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