Trainee Paraplanner
Leicester
Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner! Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are offering an exciting opportunity for a Trainee Paraplanner to join our dynamic and growing team. About the Role: 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. You will gain invaluable hands-on experience and training while working closely with experienced paraplanners and financial advisors. Key Responsibilities: - Conduct research on financial products, investments, and providers as a trainee paraplanner - Prepare and maintain financial planning documentation and reports - Support senior paraplanners and advisors with client meetings and follow-ups - Assist in the analysis of clients’ financial positions, goals, and objectives - Help ensure compliance with industry regulations and company procedures as a Trainee Paraplanner - Develop and maintain strong relationships with internal teams and clients What We’re Looking For: - A strong interest in financial planning and personal finance as a Trainee paraplanner - Excellent attention to detail and organizational skills - A proactive, can-do attitude and eagerness to learn as a trainee paraplanner - Good communication and interpersonal skills as a trainee paraplanner - Basic knowledge of financial services or a relevant qualification (e.g., CF1, CISI, or equivalent) is desirable but not essential Why Join Us? - Full training and career development opportunities - Support towards relevant qualifications (e.g., Diploma in Regulated Financial Planning) - A collaborative, friendly, and supportive work environment - Competitive salary and benefits package |  |  |  |
Recruiter: Pertemps - Leicester Commercial
Salary: £30,000 Per Annum
Reference: 080129930