Financial Planning Assistant

13 hours ago


Leicester, Leicester, United Kingdom Pertemps Full time

About the Role: We are seeking a motivated Trainee Paraplanner to join our dynamic and growing team at Pertemps Leicester. As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients.

Key Responsibilities:
  1. Conduct thorough research on financial products, investments, and providers to provide expert advice.
  2. Prepare and maintain accurate financial planning documentation and reports to meet industry standards.
  3. Support senior paraplanners and advisors with client meetings and follow-ups to ensure exceptional customer service.
  4. Assist in analyzing clients' financial positions, goals, and objectives to develop tailored solutions.
  5. Help ensure compliance with industry regulations and company procedures to maintain a secure working environment.

What We're Looking For: A strong interest in financial planning and personal finance, excellent attention to detail, organizational skills, and a proactive attitude. You should also possess good communication and interpersonal skills, with basic knowledge of financial services or relevant qualifications desired but not essential.

Salary: £27,000 per annum (reviewed after 12 months of being qualified), plus a competitive benefits package, full training, and career development opportunities.



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