Trainee Financial Advisor

24 hours ago


Leicester, Leicester, United Kingdom Pertemps Full time
Job Summary

We are recruiting a Trainee Paraplanner to join our financial planning team in Leicester. As a key support role, you will assist experienced paraplanners and financial advisors with preparing high-quality reports, research, and recommendations for clients.

Responsibilities:
  1. Conduct research on financial products, investments, and providers to ensure the best possible outcomes for our clients.
  2. Prepare and maintain accurate and up-to-date financial planning documentation and reports, adhering to industry regulations and company procedures.
  3. Support senior team members with client meetings and follow-ups, fostering strong relationships with internal teams and clients.
  4. Assist in analyzing clients' financial positions, goals, and objectives, providing valuable insights to inform informed decision-making.
About the Opportunity

This is an exciting chance to join our dynamic team and develop your skills in financial planning. You will receive full training and career development opportunities, including support towards relevant qualifications (e.g., Diploma in Regulated Financial Planning).

Requirements
  • A keen interest in personal finance and financial planning.
  • Excellent analytical and problem-solving skills, with the ability to think critically.
  • A proactive approach, willingness to learn, and adaptability in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with colleagues and clients.
What We Offer
  • A salary of £27,000, with potential for review within 12 months.
  • A supportive and collaborative work environment, with opportunities for growth and professional development.
  • A comprehensive benefits package, including support towards relevant qualifications and ongoing training.


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