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
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