Trainee Financial Adviser

4 weeks ago

Petersfield Hampshire, United Kingdom de Mellow & Co Full time

We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
 
We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support.
 
We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for
We are looking for a dynamic individual to join our team as a Trainee Financial Planner. This entry-level position is ideal for someone passionate about finance, eager to learn, and ready to embark on a rewarding career in financial
planning. 
 
Provide administrative support, including document preparation, data entry and client file management.
Assist our Financial Planners in analysing financial information.
Participate in training sessions to understand financial products, investment strategies and industry regulations.
Learn to develop personalised financial plans based on client goals, risk tolerance
and financial circumstances.
Work closely with experienced Financial Planners to gain insights into holistic financial planning, effective communication, and client retention. 

Preferable - Bachelor’s degree in finance, business, economics, or a related field.
Eagerness to learn and develop a deep understanding of financial planning principles.
Basic knowledge of financial markets and investment products is preferable.

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