Financial planning Work, Jobs in Rolleston, Sts (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
Estate Planning and Financial Services Administrator, 9am-5pm (8-4pm on Fridays)
Dunham McCarthy Ltd —Stafford
- From £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Free parking
Quick apply
11d
Finance Business Partner
Sciensus —Burton-On-Trent
- Hybrid work
- Communication skills
- Analytics
- Annual leave
- Employee discount
Quick apply
Accounts Manager
Pearl truck stop ltd —Swadlincote
- £44,850 a year
- Full-time
- Bachelor's degree
- Organisational skills
- Computer skills
- Free parking
Quick apply
9h
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Reporting & Planning Assistant Mgr
Greene King Corporate - BRA_001 —Burton-On-Trent
- Full-time
- Microsoft Powerpoint
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
Head of Project Management Office (PMO)
Converge Technology Solutions —Stafford
- £75,000 - £78,250 a year
- Full-time
- Hybrid work
- No degree
- Leadership
- Communication skills
Finance Analyst
ONYX Insight —Nottingham
- Full-time
- CRM software
- Analysis skills
- Accounting
Quick apply
Junior HR Business Partner
Cooper Parry —Derby
- Full-time
- Continuous improvement
- Training & development
Financial Planning and Analysis Accountant
Finance - Urban Playground Holdings —Nottingham
- £60,000 a year
- Full-time
- Budgeting
- Communication skills
Quick apply
7d
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
6d
Supply Chain Planning Assistant
Aldi —Atherstone
- £37,545 - £43,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Continuous improvement
- Time management
- Annual leave
- Sick pay
Head of Operations
Ministry of Justice —Burton-On-Trent
- £50,001 - £60,001 a year
- Part-time
- Hybrid work
- Research
- Presentation skills
- Continuous improvement
- Annual leave
- Employee discount
5d
Assistant Project Manager
Bridgeway Consulting —Nottingham
- Full-time
- Organisational skills
- In-person
- Leadership
- Life insurance
- Referral programme
Quick apply
Principal Financial Planning & Reporting Analyst
NHS Supply Chain —Nottingham
- £56,476 a year
- Hybrid work
- Analysis skills
- Continuous improvement
- Training & development
- Employee assistance programme
- Life insurance
Practice Manager - Maternity Cover
The Tutbury Practice —Burton-On-Trent
- From £25,420 a year
- Part-time
- Supervising experience
- Human resources
- Recruiting
- Free parking
- Sick pay
Quick apply
6d
CRM Manager
Riviera Travel —Burton-On-Trent
- Up to £55,000 a year
- Full-time
- Hybrid work
- Team management
- Travel
- In-person
- Work from home
- Employee assistance programme
Quick apply
7d
Business Support Officer
KAYANX GROUP LTD —Nottingham
- £32,000 - £44,000 a year
- Full-time
- Administrative experience
- Human resources
- Recruiting
Quick apply
1d
Graduate Trainee - A&A
Xeinadin —Nottingham
- Analysis skills
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
1d
Patient Engagement Lead
PPG Health In Justice —Derby
- Up to £33,510 a year
- Monday to Friday
- Employee discount

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Graduate Trainee (Financial Services)

Perrett & Co Financial Services Ltd
Loughborough

Quick apply

Job details

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

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 planning jobs in rolleston, sts

Graduate Trainee (Financial Services)

Estate Planning and Financial Services Administrator, 9am-5pm (8-4pm on Fridays)

Finance Business Partner

Accounts Manager

Financial Planning Administrator

Reporting & Planning Assistant Mgr

Head of Project Management Office (PMO)

Finance Analyst

Junior HR Business Partner

Financial Planning and Analysis Accountant

Financial Planning Associate - East Midlands

Supply Chain Planning Assistant

Head of Operations

Assistant Project Manager

Principal Financial Planning & Reporting Analyst

Practice Manager - Maternity Cover

CRM Manager

Business Support Officer

Graduate Trainee - A&A

Patient Engagement Lead

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