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.

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.

• 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

• 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)

• 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