Pertemps Career Advancement Opportunity

1 day ago


Metropolitan Borough of Solihull, United Kingdom Pertemps Full time

We are seeking a highly motivated Trainee Paraplanner to join our team in Solihull. The ideal candidate will have a strong background in financial services, with a focus on administration or client support.

Job Duties:
  • Analyse client information, including fact finds and risk assessments, to inform financial planning decisions.
  • Develop knowledge of investments, pensions, tax planning and protection strategies.
  • Research and compare funds and products, ensuring optimal solutions for clients.
  • Manage client data and transactions using digital platforms.

Required Skills and Experience:

  • Substantial experience in financial services, particularly in IFAs.
  • Proficient in Microsoft Office and other relevant software tools.

Compensation: A competitive salary of £30-35,000 per annum is available, dependent on the candidate's level of experience.



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