Financial advisory support occupations Work, Jobs in Swarkestone, Dby (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
Wealth Administrator
Royal Bank of Canada —Nottingham
- Full-time
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
Apprentice Financial Services Administrator
Fairstone —Nottingham
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
1d
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
Paraplanner
Foster Denovo —Derby
- Hybrid work
- Employee discount
7d
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Microsoft Word
- CRM software
- Organisational skills
Quick apply
20h
Financial Services Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Customer service
- Financial services
- Leadership
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
12h
Paraplanner
Hoxton Wealth —Lichfield
- Data analysis skills
- Analysis skills
- Communication skills
Quick apply
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
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
6d
Client Administrator – Employee Benefits
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- Life insurance
Paraplanner
Boolers —Enderby
- £35,000 - £42,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply

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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 advisory support occupations jobs in swarkestone, dby

Graduate Trainee (Financial Services)

Wealth Administrator

Financial Planning Administrator

Paraplanner

Paraplanner

Apprentice Financial Services Administrator

Financial Services Administrator

Client Liason Administrator

Paraplanning Team Leader

Paraplanner

Administrator

Wealth Planning Administrator

Financial Services Administrator

Financial Planning Associate - East Midlands

Paraplanner

Trainee Paraplanner

Paraplanner

Client Administrator – Employee Benefits

Paraplanner

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