We are looking for a Trainee Wealth Planner (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 both corporate and private clients.

We have previously recruited Trainee Wealth Planners from diverse backgrounds, including those looking for a change of career, already in the industry and graduates. One of our current Trainee Planners is a former Maths teacher, who has made a successful career change.

The team

Our Private Wealth team are a collaboration of lawyers, accountants, financial advisors and tax specialists. Their expertise are highly regarded and ensure that our clients’ wealth is protected, now and for future generations. For law firms, this is a pretty unique setup which allows us to offer our clients the very best full-service advice possible.

The role

If you’re looking to start your career as a Wealth Planner (Paraplanner), this job will offer you breadth of experience, development opportunities and an environment that is hard to replicate elsewhere in the industry. You’ll join our Investments and Pensions team in Newcastle, working on a variety of clients, including individuals, corporates, trusts and charities. Over time you could specialise in one area, dependent on where your preferences lie.

Our Trainee Wealth Planners have a crucial role in supporting the advisors; attending client meetings, acting as a point of contact for clients, undertaking research into financial products, developing solutions for our clients, drafting recommendation reports and letters, reviewing portfolios and assessing investment risk.

The candidate

As a strong candidate, you will be enthusiastic when it comes to managing your workload and adapt well to a fast-paced environment. 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. Familiarity with a wide range of IT packages is expected, including Microsoft Office.

What’s in it for you?

Most of our team have developed through our internal training programme and this is something that we feel passionately about. We support our trainee planners with their studies to complete the Diploma in Regulated Financial Planning with the Chartered Insurance Institute, with some Trainee Planners progressing to become Chartered Financial Advisors.

Daniel, one of our Trainee Wealth Planners, says “My role as a Trainee Planner at WBDW Limited has given me a great platform to begin my new career, and I know that my future with WBDW Ltd will provide me with many more exciting development and growth opportunities”

Who are we?

A Top 100 law firm globally and Top 20 law firm in the UK, Womble Bond Dickinson has more than 400 partners and 1,000 lawyers based across 19 US cities and seven UK cities including a significant presence in London. The firm’s reach also extends to Europe where it has strategic partnerships with other law firms in Germany and France.

In the UK, Womble Bond Dickinson advises in excess of 40 FTSE 350 companies, many of the largest businesses in the country, government organisations and wealthy individuals. With a focus on eleven key sectors (Energy & Natural Resources; Financial Institutions; Healthcare; Insurance, Manufacturing; Real Estate; Retail and Consumer; Transport, Logistics & Infrastructure; Life Sciences & Pharmaceuticals; Technology and Private Wealth) the firm’s experience allows it to build strong relationships and deliver an excellent service to clients.

What makes it great to work here?

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! We like and make time for each other enabling us to establish professional relationships that can often become lasting friendships. 

Through our D&I initiatives we create an environment in which difference is valued. We have a Diversity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have an ethnic diversity, an LGBTQ+, a family network and we’re in constant dialogue with our people about how we expand our networks to better support everybody). We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities, and sexual orientations.

As signatories to the Mindful Business Charter, it’s important 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, including our team of dedicated mental health first aiders. We recognise that getting the right work life balance is a priority for all of us and we’re very happy to talk flexible working, full-time or part-time working patterns.

And that’s not all, alongside a competitive salary you’ll receive a flexible benefits package so you can pick and choose between the benefits that matter most to you.

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