Financial advisory occupations Work, Jobs in Bedworth, 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
13d
Administrator - Financial Advice
WKM Wealth Ltd —Leicester
- £26,800 - £55,000 a year
- Full-time
- English
- Administrative experience
- IT
- Life insurance
Quick apply
7d
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Adviser Academy
Mattioli Woods —Leicester
- Full-time
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Microsoft Office
- Organisational skills
- IT
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
5d
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
6d
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
11d

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financial advisory occupations jobs near bedworth, 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
13 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 bedworth, war

Graduate Trainee (Financial Services)

Administrator - Financial Advice

Pensions Administrator

Administrator - Employee Benefits

Financial Administrator

Senior Pensions Administrator

Financial Adviser Academy

Apprentice Pensions Administrator

Pensions Officer

Senior IFA Administrator

Associate Pensions Consultant

Financial Services Administrator

Pensions Administrator

Senior Paraplanner

Senior Financial Planning Administrator

Wealth Management Administrator

Client Liason Administrator

Senior IFA Administrator

Mathieson Consulting - Pensions Analyst

Financial Planner

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