Junior Financial Analyst
4 hours ago
Company Overview: Pertemps Leicester is a leading provider of recruitment and HR services, offering a range of job opportunities across various sectors. We are committed to supporting our employees in their careers, providing training and development opportunities to help them grow professionally.
Job Summary:We are seeking a highly motivated and organized individual to join our financial planning team as a Trainee Paraplanner. The successful candidate will have a strong interest in financial planning and personal finance, excellent analytical skills, and a keen eye for detail. In this role, you will assist in preparing high-quality reports, conducting research, and developing recommendations for clients, while gaining valuable experience and training in a dynamic and supportive work environment.
Responsibilities:- Conduct research on financial products, investments, and providers.
- Prepare and maintain financial planning documentation and reports.
- Support senior paraplanners and advisors with client meetings and follow-ups.
- Assist in analyzing clients' financial positions, goals, and objectives.
Salary: £27,000 per annum (reviewed after 12 months of being qualified)
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