Financial Services Trainee

4 weeks ago


Leicester, Leicester, United Kingdom Pertemps Bond Full time

Trainee Paraplanner Role

We are seeking a motivated Trainee Paraplanner to support our financial advisers in delivering exceptional client service. As a Trainee Paraplanner, you will assist with preparing financial reports, recommendations, and analysis for clients.

Key Responsibilities:

  • Assist with preparing financial reports, recommendations, and analysis for clients
  • Research products and financial solutions that meet clients' needs
  • Collaborate with advisers to ensure all documentation meets regulatory standards
  • Learn to provide technical support and develop your skills in financial planning

Requirements:

  • Strong attention to detail and excellent communication skills
  • Passion for numbers and problem-solving
  • A degree in finance, business, or related field (or working towards one)
  • Eagerness to learn and pursue industry qualifications

What We Offer:

  • A supportive environment with hands-on training
  • Sponsorship for industry-recognized qualifications
  • Career development and opportunities to grow within the company
  • Competitive salary and benefits package

Pertemps Bond is a forward-thinking company that invests in your success. Apply today to start your journey towards becoming a qualified Paraplanner and make a real difference in people's financial futures.



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