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Trainee Paraplanner

Trainee Paraplanner

Pertemps Leicester

Posted 7 hours ago, valid for 20 days

Leicester, Leicestershire LE5 3TB

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

The company is seeking a Trainee Paraplanner to join their team in Leicester.
The role offers a salary of £27,000, which will be reviewed within 12 months of qualification.
Candidates should have a strong interest in financial planning and possess excellent attention to detail.
The position requires a proactive attitude and good communication skills, with relevant qualifications being desirable but not essential.
This role provides full training and career development opportunities within a supportive work environment.

Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: LeicesterJoin 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

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