Financial advisory occupations Work, Jobs in Nuneaton, 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
8d
Administrator - Financial Advice
WKM Wealth Ltd —Leicester
- £26,800 - £55,000 a year
- Full-time
- English
- Administrative experience
- IT
- Life insurance
Quick apply
2d
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
11d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
11d
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
7d
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
6d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
1d
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
Paraplanner
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £36,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
- Referral programme
Quick apply
7d
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
1d
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
13d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount

I want to receive the latest job alerts for financial advisory occupations in nuneaton, war

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisory occupations jobs near nuneaton, 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
8 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 nuneaton, war

Graduate Trainee (Financial Services)

Administrator - Financial Advice

Financial Advisor

Financial Administrator

Senior Paraplanner

Financial Services Administrator

Trainee Paraplanner

Financial Planner

Senior Financial Planning Administrator

Mathieson Consulting - Pensions Analyst

Financial Adviser Academy

Trainee Independent Financial Services Administrator

Paraplanner

Pensions Administrator

Financial Planner

Financial Administrator (Halesowen)

Associate Pensions Consultant

Pensions Officer

Financial Planning Administrator

Apprentice Pensions Administrator

I want to receive the latest job alerts for financial advisory occupations in nuneaton, war

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected