Graduate Financial Planner Trainee – Chartered Path

A leading financial planning firm is seeking a Graduate Trainee Financial Planner in Poole. The successful candidate will undertake a four-year training contract, obtaining professional qualifications while engaging with clients. Responsibilities include supporting client service delivery, learning financial planning processes, and conducting research. This full-time role involves building strong client relationships and aims to develop into a chartered financial planner position.

Ideal candidates have strong academic backgrounds and a commitment to professional growth.