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, supportive environment.
Key Responsibilities
* Provide administrative support including document preparation, data entry, and client file management
* Assist Financial Planners with preparing reports, reviewing financial information, and conducting research
* Learn how to build personalised financial plans based on client goals, risk tolerance, and circumstances
* Participate in training and development sessions to gain knowledge of financial products, investment strategies, and industry regulations
* Collaborate with team members to stay informed about market trends and regulatory changes
* Build and maintain positive client relationships through effective communication and outstanding service.
What We're Looking For
* A recent graduate or equivalent, ideally 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 (preferred but not essential)
* High attention to detail and accuracy in all aspects of work