We have an opportunity available in Stockton on Tees for a Trainee Paraplanner, working for a specialist firm of professionals within the financial services sector. Our client pride themselves on having a fun and dynamic working environment, with plenty of opportunities to develop. They are seeking a technically minded graduate who is able to handle and process complex information, as well as deal with client queries in an efficient and accurate manner.
- Dealing with client financial queries and tasks
- Cash flow modelling and Tax calculations
- Analysing data
- Regular financial reporting
- General administration
- Acting swiftly when dealing with client queries
- Building and maintaining key client relationships
The successful candidate will receive £18,000 with the opportunity for this to increase further down the line. Our client also has an excellent benefits package, which includes the potential of receiving qualification and study support.