Financial Planning Trainee

2 days ago


StratforduponAvon, Warwickshire, United Kingdom Financial Divisions Full time
Unlock Your Potential in Private Client Wealth Management

Are you a motivated Graduate looking to launch your career in Private Client Wealth Management? Our esteemed client, a leading Chartered Financial Planning firm, is seeking a talented individual to join their team as a Graduate Trainee.

About the Role:

  • Assist experienced Financial Advisers in providing holistic financial planning support to private individuals.
  • Gain hands-on experience in financial administration, paraplanning, and financial planning.
  • Develop your skills and knowledge through on-the-job training and professional qualifications.
  • Work in a dynamic and supportive environment with a team of experienced professionals.

About Our Client:

Our client is a well-established and respected firm in the financial services industry, with a strong reputation for delivering exceptional service to their clients. They offer a structured training program, which will equip you with the skills and knowledge needed to succeed in this exciting and rewarding career.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career progression and professional development.
  • A supportive and collaborative work environment.
  • The chance to work with a leading firm in the financial services industry.

Requirements:

  • Graduate degree in any field.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Passion for financial planning and wealth management.

How to Apply:

If you are a motivated and ambitious Graduate looking to launch your career in Private Client Wealth Management, please submit your application, including your CV and a cover letter, to [insert contact information].



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