Financial advisory occupations Work, Jobs in Atherstone, War (with Salaries)

Graduate Trainee (Financial Services)
Perrett & Co Financial Services Ltd —Loughborough
- £26,000 - £35,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Free parking
Quick apply
3d
Trainee Financial Adviser
Limegreen Marketing —Birmingham
- From £28,500 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
5d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5d
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Trainee Paraplanner
Boolers —Enderby
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
1d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Adviser Academy
Mattioli Woods —Leicester
- Full-time
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
1d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
7d
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior IFA Administrator
Willday Wealth Management —Leicester
- £32,000 - £36,000 a year
- Full-time
- CRM software
- English
- Microsoft Office
- Gym membership
Quick apply
12d
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
5d
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
5d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
9d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount

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financial advisory occupations jobs near atherstone, war

Graduate Trainee (Financial Services)

Perrett & Co Financial Services Ltd
Loughborough

Quick apply

Job details

Permanent | Graduate | Full-time
£26,000 - £35,000 a year
3 days ago

Benefits

Free parking
Company pension
Private medical insurance
Pay rise
On-site parking

Qualifications

Financial planning
Report writing
Numeracy
Analysis skills
Bachelor's degree
Organisational skills
Financial services
Business
Communication skills

Full job description

Perrett & Co. Financial Services Ltd is a long-established firm of Independent Financial Planners, providing high-quality advice to individuals and businesses. Our services include wealth management, tax planning and holistic financial planning.

Due to continued growth, we are looking to recruit two Graduate Trainees to join the business as part of a structured training programme. The programme is designed to develop individuals through to qualification in professional financial services roles, with routes available into either technical support (such as paraplanning/technical administration) or financial advice, subject to performance reviews and professional accreditation.

Successful candidates will provide key support to our Financial Advisers, working closely with our paraplanning team, in-house investment team and technical specialists. With ongoing training and support, responsibilities will develop over time from core administrative and technical tasks to more advanced analytical work and client-facing activity. For suitable candidates, this may ultimately lead to providing advice directly to clients or specialising in high-level technical support.

Graduate Trainees will initially be supported through study towards the Level 4 Diploma in Regulated Financial Planning. Subject to review, there will then be the opportunity to progress to the Level 6 Advanced Diploma in Financial Planning, gaining Chartered status.

We offer an open and collaborative team approach at Perrett & Co., where all staff are encouraged to play an active role in the development of the practice. We aim to provide an unrivalled service to our clients whilst also promoting a positive work/life balance for our team, such as the flexibility to opt for a 4 day week over the Spring/Summer months.

Interviews are expected to take place in August 2026, with successful candidates joining the business in September 2026.

Requirements:

Graduate level (or equivalent).
Organised, with a high level of attention to detail and able to work to deadlines effectively.
Strong communication and interpersonal skills, as client liaison is required.
Well-developed literacy and numeracy skills.
Dedicated, with a keen interest in people and the subject matter within financial planning.
A team player, comfortable working with others within a fast-paced environment.

This is an excellent opportunity to begin a long-term career in financial services, with full training provided and sponsorship towards professional qualifications. Salary will increase incrementally as each professional exam is successfully completed, rising to £35,000 on achievement of the Level 4 Diploma in Regulated Financial Planning.

In addition to a clear development pathway, we offer a range of staff benefits, including a well-funded pension scheme and private medical insurance.

Please apply online, or with a copy of your CV and a cover letter to [email protected].

Alternatively apply in writing with a copy of your CV and a cover letter to: Perrett & Co, Limehurst House, Bridge Street, Loughborough, Leicestershire, LE11 1NH

Job Types: Full-time, Permanent, Graduate

Pay: £26,000.00-£35,000.00 per year

Benefits:

Free parking
On-site parking
Private medical insurance

Education:

Bachelor's (preferred)

Work authorisation:

United Kingdom (required)

Location:

Loughborough LE11 1NH (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in atherstone, war

Graduate Trainee (Financial Services)

Trainee Financial Adviser

Financial Advisor

Financial Administrator

Financial Services Administrator

Trainee Paraplanner

Senior Financial Planning Administrator

Financial Adviser Academy

Trainee Independent Financial Services Administrator

Senior Administrator

Financial Planning Administrator

Financial Adviser

Pensions Administrator

Senior IFA Administrator

Client Advisory Analyst

Administrator - Employee Benefits

Senior IFA Administrator

Apprentice Pensions Administrator

Apprentice Private Client Administrator

Senior Pensions Administrator

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