Trainee Financial Planner jobs in County Durham

You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Bower Group is a trusted name in UK financial services, renowned for delivering award-winning customer service and expert financial guidance across its specialist divisions. From Bower Home Finance to Bower Wealth, the group provides tailored personal financial advice with a commitment to transparency, integrity, and excellence. Founded in 2006, Bower is one of the UK’s leading national...

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will spend 80% of your time gaining real hands-on experience in the role and 20% dedicated to your studies, working with Manchester Metropolitan University to support your degree qualification.

You will help drive our goals by:

You will perform basic experimental tasks and record findings ensuring data is captured in a standard and consistent format and completed on time.

Are you a recent graduate with a passion for business and the drive to succeed? The UK’s largest supplier of electrical equipment to business and trade customers is offering an exciting opportunity to join their comprehensive graduate programme designed to cultivate the next generation of sales leaders and managers. About the Company The company you’ll be joining recognises the importance of...

You must have a full manual UK or EU driving licence, but we do make accommodations for applicants who don’t drive due to a disability. No drug or alcohol related offence on driving record within the last five years is permitted. Additional Information

EQUANS are recruiting for a Trainee Quantity Surveyor to be based in Seaham. This is a 12 month FTC, full-time role working 40 hours per week. On offer is a competitive salary, and benefits package. General Overview To proactively support the QS / Senior QS on the successful management and control all aspects of the commercial / financial and contractual elements of the designated projects in...

About the role We're expanding our business operations team and are looking for someone with fantastic attention to detail and organisation skills to join the team as a Finance & HR Assistant. This role is part time (minimum of 20 hours per week), and hours can be flexed to suit you. However, if you are reading this and think you might be overqualified and / or looking for full time, do still...

You will liaise with Clients & Customers and the wider Avove Team of Surveyors, Planners, Safety and Commercial Managers. What will your day look like… • Oversee work programmes to ensure safe, compliant delivery with minimal risk • Enforce safe working practices and environmental standards

​Delivery Postie with Driving Job reference: 330413 Location: Darlington Delivery Office, DL1 1AA Job type: Permanent contract Hours: 30:00 hours per week, working 5 days across Monday - Sunday, working between 09:00 - 15:00 and 10:00 - 16:00 Due to operational demand, you will be required to work weekends. There has never been a more exciting time to join us! We are reinventing Royal Mail for...

You will also play an important role in mentoring junior team members and maintaining strong working relationships with both internal teams and external clients. 🔧 Key Responsibilities - Prepare and manage cost estimates, budgets, and financial reports, including weekly and monthly project P&L

You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives.

You will also be responsible for drafting suitability letters, completing and submitting applications, and ensuring all compliance procedures are strictly followed.

You will have a growth mindset and a genuine passion for the future of financial planning. - 2+ years in a B2B sales or business development, ideally within financial services. - Proven track record of consistently exceeding sales targets. - Direct experience working with financial advice firms and/or wealth managers - you understand their regulatory pressures and business models.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.