Job Description
About Us
We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support.
As a family-run business, 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.
About the Role
We’re looking for a motivated and ambitious individual to join our team as a Trainee Financial Planner. This entry-level role is perfect for someone passionate about finance and keen to build a rewarding career in financial planning.
You’ll work closely with experienced Financial Planners to gain practical experience in all aspects of financial advice. From supporting client relationships to learning how to create tailored financial plans, this role offers structured development and hands-on learning in a professional, supp...