Pertemps Trainee

7 days ago


Solihull, Solihull, United Kingdom Pertemps Network Group Full time
Career Opportunity: Trainee Paraplanner

We are seeking a Trainee Paraplanner to join our team at Pertemps Network Group in Solihull. The ideal candidate will come from a financial services background with administrative or client support experience.

This role offers the potential for further growth and educational support within the sector. It is essential to have your own transport due to the office location.

A competitive salary of £31,750 per annum is available, dependent on experience. Key responsibilities include:

  • Assessing client information to create a financial plan.
  • Gaining experience in investments, pensions, and protection cases.
  • Conducting research and creating suitability reports.

Required skills and qualifications include:

  • Financial services experience within IFA.
  • Strong customer service and administration skills.
  • Microsoft Office proficiency.


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