About the Opportunity
We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.
The Role
As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.
Key Responsibilities
* Supporting financial planners in preparing client reports and recommendations
* Conducting research and analysis across investments, pensions, and protection products
* Assisting with client meetings and maintaining accurate records
* Learning compliance and regulatory requirements within wealth management
* Building knowledge of financial markets and planning strategies
Candidate Profile
* Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)
* Strong numerical and analytical skills
* Excellent communication and interpersonal ability
* High attention to detail and organisational skills
* Interest in pursuing a career in financial planning/wealth management
* Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)
What’s on Offer
* Competitive salary with clear progression path
* Full professional study support (CII or equivalent)
* Hands-on training and mentoring from experienced advisers
* Exposure to a wide client base across financial planning and investment advice
* Long-term career development opportunities in a growing firm
* Location: Harrow
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