Trainee Paraplanning Professional

12 hours ago


Leicester, Leicester, United Kingdom Pertemps Full time

Job Description: As a Trainee Paraplanner at Pertemps Leicester, you will be responsible for providing administrative support to our financial planning team, including preparing reports, conducting research, and developing recommendations for clients. This is an exciting opportunity to gain invaluable hands-on experience and training in a dynamic and supportive work environment.

Key Responsibilities:
  1. Research and analyze financial data to inform client decisions.
  2. Develop and maintain accurate financial planning documents and reports.
  3. Support senior team members with client meetings and follow-up activities.
  4. Assist in identifying and resolving client issues.
  5. Ensure compliance with regulatory requirements and company policies.

Requirements: A strong interest in financial planning and personal finance, excellent analytical skills, and a keen eye for detail. You should also possess good communication and interpersonal skills, with basic knowledge of financial services or relevant qualifications desired but not essential.

Benefits: Competitive salary (£27,000 per annum) and benefits package, full training and career development opportunities, and a collaborative and supportive work environment.



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