Paraplanning Trainee

3 weeks ago

Leicester, Leicester, United Kingdom Pertemps Bond Full time

Join Pertemps Bond as a Trainee Paraplanner and launch your career in financial services. As a Trainee Paraplanner, you will assist financial advisers in delivering exceptional client service. Your responsibilities will include preparing financial reports, researching products, and collaborating with advisers to ensure documentation meets regulatory standards. You will also learn to provide technical support and develop your skills in financial planning. To succeed in this role, you will need strong attention to detail, excellent communication skills, and a passion for numbers and problem-solving. A degree in finance, business, or a related field is preferred, and you should be eager to learn and pursue industry qualifications. In return, we offer a supportive environment with hands-on training, sponsorship for industry-recognized qualifications, career development opportunities, and a competitive salary and benefits package. 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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