Job Overview
This role offers an exciting opportunity to kick-start a career in financial planning. As a Graduate Trainee Financial Planner, you will work closely with experienced professionals to gain practical experience and develop your skills in all aspects of financial advice.
You will be responsible for providing administrative support, assisting with client relationships, and learning how to create tailored financial plans based on client goals, risk tolerance, and circumstances.
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Key Responsibilities
* Support senior planners with document preparation, data entry, and client file management
* Assist with preparing reports, reviewing financial information, and conducting research
* Develop knowledge of financial products, investment strategies, and industry regulations through training and development sessions
* Collaborate with team members to stay informed about market trends and regulatory changes
* Built positive client relationships through effective communication and outstanding service
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Requirements
* A recent graduate or equivalent with a degree in Finance, Business, Economics, or a related subject
* Strong analytical and problem-solving abilities
* Excellent communication and interpersonal skills
* Eagerness to learn and grow in a regulated professional environment
* A collaborative, team-focused approach
* Basic understanding of financial markets and investment products (desired but not essential)
* High attention to detail and accuracy in all aspects of work
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About Us
We are a family-run business dedicated to providing accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our ethos is reflected in every aspect of our financial advice, services, and support.
We appreciate the importance of a steady, reassuring, and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for any eventuality.