Trainee Financial Planners

Trainee Financial Planners

Starting Salary: £15,000 A-Level intake/£20,000 Graduate intake

About Perrett & Co Financial Services

Perrett & Co. is one of the leading firms of Independent Financial Advisers in the East Midlands, offering a wide range of financial services to both private individuals and businesses.

The Opportunity

We are offering an exceptional opportunity for one A-Level school leaver and one graduate to pursue a career in financial services. The employment will be dynamic and extremely varied. We are offering a comprehensive training programme for both positions, leading to a Level 4 Diploma and Chartered status. You will have the opportunity to grow and expand your professional skills and in time, decide upon one of the many career paths available within our growing financial practice.

Key Duties and Responsibilities

• Working with an experienced Financial Planner to prepare recommendations that will help clients to achieve their financial objectives
• Attending client meetings and meetings with colleagues to help devise successful financial strategies
• Market research, covering all tax and legal aspects of financial planning
• Working with the investment team to compare and contrast investment strategies for individuals and businesses
• Project work that will involve you reporting directly to the rest of the team every 6 weeks

Requirements To Be Considered

We are looking for enthusiastic individuals who:

• Are good team players and enjoy working within a dynamic environment
• Are conscientious and proactive, with a genuine desire to find the best possible solutions for clients
• Are highly numerate, with excellent written and verbal communication skills
• Are free-thinking and naturally inquisitive, with a keen interest in global economics
• Have good organisational skills and can manage their own workload to meet deadlines
• Are confident and comfortable dealing with a wide range of clients and other professionals, always maintaining the highest degree of integrity and confidentiality
• Are prepared to invest time in additional study and learning to maximise their potential

The two positions are full-time Monday to Friday and will be based at our Loughborough office. Full benefit package provided with car parking (if required), generous pension provision and private medical insurance.

Start Date: Available now

Please click to apply