About

About the OpportunityWe 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 RoleAs 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 ResponsibilitiesSupporting financial planners in preparing client reports and recommendationsConducting research and analysis across investments, pensions, and protection productsAssisting with client meetings and maintaining accurate recordsLearning compliance and regulatory requirements within wealth managementBuilding knowledge of financial markets and planning strategiesCandidate ProfileGraduate with a strong academic background (finance, economics, or related fields desirable, but all considered)Strong numerical and analytical skillsExcellent communication and interpersonal abilityHigh attention to detail and organisational skillsInterest in pursuing a career in financial planning/wealth managementMotivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)What’s on OfferCompetitive salary with clear progression pathFull professional study support (CII or equivalent)Hands-on training and mentoring from experienced advisersExposure to a wide client base across financial planning and investment adviceL