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.

Apply now!


Job Overview