Financial Planning Graduate Trainee

3 weeks ago


Petersfield, Hampshire, United Kingdom de Mellow & Co Full time

Position Overview: Trainee Financial Planner

Company Overview

de Mellow & Co is a prestigious Chartered Financial Firm committed to delivering comprehensive financial planning solutions tailored to our clients' needs. Established in 1990, we pride ourselves on our family-oriented approach that influences every aspect of our services.

Role Responsibilities

  • Provide essential administrative assistance, including document preparation and management of client files.
  • Support the analysis of financial data to inform planning strategies.
  • Engage in training programs focused on financial products and relevant industry regulations.
  • Assist in crafting customized financial plans aligned with client objectives and situations.
  • Work collaboratively with colleagues to remain informed about developments in the financial sector.
  • Foster strong client relationships through effective communication and high-quality service.
  • Learn about holistic financial planning from seasoned professionals in the field.

Qualifications

  • A Bachelor's degree in finance, economics, or a related discipline is preferred.
  • Demonstrated analytical and problem-solving capabilities.
  • Strong communication and interpersonal skills.
  • Solid understanding of financial planning concepts.
  • Ability to collaborate effectively while maintaining attention to detail.
  • Basic familiarity with financial markets and investment vehicles.


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