Direct message the job poster from Positive Wealth Creation Ltd
Starting Salary: £25,000, with increases for every exam passed
Are you a recent graduate looking to build a long-term career in financial planning? Join our award-nominated Chartered firm and gain hands-on experience while working toward your qualifications.
About Us
We’re a successful firm of Chartered Financial Planners based in Somerset.
Shortlisted for VouchedFor’s 2025 ‘Firm of the Year’ (Small Firms – Client Experience Awards)
Holding the prestigious ‘Chartered Financial Planners’ title since 2008 for our professionalism and capability
Known for our supportive, people-first culture
The Role
As a Graduate Trainee, you’ll work closely with Directors and our experienced team of seven to:
• Support client projects and aftercare
• Collaborate across business areas to broaden your skills
• Embrace and integrate AI tools into your daily workflow
• Train on industry platforms like Intelliflo, FE Analytics, O&M Profiler, and more
You’ll be encouraged to contribute, ask questions, and grow - everyday
You're a motivated graduate who:
• Wants to pursue the CII Level 4 Diploma in Financial Planning
• Has strong IT, communication & organisational skills
• Is curious about how technology and finance intersect
• Is eager to learn in a collaborative, in-person team environment
What We Offer
A structured career path with real progression opportunities
Direct exposure to experienced financial planners and directors
Ongoing mentorship and hands-on learning
A collaborative, face-to-face office culture
A firm where your input is valued and your development is supported
What You’ll Get
£25,000 starting salary + pay increases for each exam passed
Full support with professional training and CII exams
Sound like the opportunity for you? We’d love to hear from you. Apply today and take the first step toward a rewarding career in financial advice
.
Office-based | Career Development | AI Integration | Chartered Firm
Starting Salary: £25,000, with increases for every exam passed
Are you a recent graduate looking to build a long-term career in financial planning? Join our award-nominated Chartered firm and gain hands-on experience while working toward your qualifications.
About Us
We’re a successful firm of Chartered Financial Planners based in Somerset.
Shortlisted for VouchedFor’s 2025 ‘Firm of the Year’ (Small Firms – Client Experience Awards)
Holding the prestigious ‘Chartered Financial Planners’ title since 2008 for our professionalism and capability
Known for our supportive, people-first culture
The Role
As a Graduate Trainee, you’ll work closely with Directors and our experienced team of seven to:
• Support client projects and aftercare
• Collaborate across business areas to broaden your skills
• Embrace and integrate AI tools into your daily workflow
• Train on industry platforms like Intelliflo, FE Analytics, O&M Profiler, and more
You’ll be encouraged to contribute, ask questions, and grow - everyday
About You
You're a motivated graduate who:
• Wants to pursue the CII Level 4 Diploma in Financial Planning
• Has strong IT, communication & organisational skills
• Is curious about how technology and finance intersect
• Is eager to learn in a collaborative, in-person team environment
What We Offer
A structured career path with real progression opportunities
Direct exposure to experienced financial planners and directors
Ongoing mentorship and hands-on learning
A collaborative, face-to-face office culture
A firm where your input is valued and your development is supported
What You’ll Get
£25,000 starting salary + pay increases for each exam passed
Full support with professional training and CII exams
Private medical insurance
️ 28 days holiday (including bank holidays
) Pension scheme
Sound like the opportunity for you? We’d love to hear from you. Apply today and take the first step toward a rewarding career in financial advice
.
Seniority level
* Seniority level
Internship
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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