Financial Planning Graduate

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