Founded in 1990, de Mellow & Co is a family-run business based in Hambledon, specializing in providing tailored advice on financial matters such as retirement planning, capital preservation, and achieving income and capital growth in a tax-efficient manner. We are focused on building long-term, trusted relationships with clients, as evidenced by a high rate of new clients coming through personal referrals. As an Appointed Representative of St. James's Place Wealth Management, de Mellow & Co operates within a regulated financial framework to provide high-quality financial planning services.
Role Description
This is a full-time, on-site Financial Planning Graduate Programme role located in Petersfield. The successful candidate will work closely with the financial planning team, assisting in creating personalized financial strategies, analyzing client portfolios, preparing financial reports, and maintaining compliance with regulatory standards. Daily responsibilities include gathering and interpreting financial data, supporting senior advisors, and helping clients achieve their financial goals.
Qualifications
* Strong foundational knowledge in Financial Planning, Finance, and Accounting
* Proficiency in Analytical Skills and Financial Reporting
* Strong attention to detail and the ability to analyze and explain financial data
* Excellent communication and interpersonal skills to build and maintain strong client relationships
* Ability to work collaboratively in a team and independently when required
* Willingness to learn and adapt to a dynamic and professional financial planning environment
* Prior internship or experience in the financial sector (advantageous, but not required)
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