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Graduate Financial Planner Trainee — Qualification
Job in
Poole, Dorset County, BH15, England, UK
Listed on 2026-01-10
Listing for:
Cooper & Hall Limited
Apprenticeship/Internship
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial advisory firm in Poole is seeking a graduate trainee to embark on a four-year training contract aimed at achieving Chartered Financial Planner status. The trainee will study for the Certificate in Insurance and Diploma in Financial Planning, gaining hands-on experience in client service and client management. Key attributes include critical thinking, time management, and strong interpersonal skills.
The firm fosters a supportive learning culture, offering mentorship and fully funded training to ensure a successful career in financial planning.
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