Graduate Financial Planner Position

1 month ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Graduate Trainee Financial Planner Opportunity in London

We are recruiting for a graduate trainee financial planner to join our team in London. The ideal candidate will have a degree from a Russell Group University and be eager to gain experience in the financial services industry.

About the Job

This role involves assisting in the delivery of a high-quality, independent service to clients by:

  1. Keeping client records up-to-date;
  2. Maintaining accurate and efficient back-office systems;
  3. Providing data to support financial planning and wealth management activities;
  4. Collaborating on report preparation and presentation;
  5. Supporting client and prospect meetings;
  6. Developing knowledge and skills in financial planning and wealth management;
  7. Pursuing a Diploma in Financial Planning with the Chartered Institute of Insurance (CII) through structured learning and exams;
  8. Ensuring adherence to regulatory requirements and internal procedures;

The salary for this role is estimated to be £30k+ per annum, depending on qualifications and experience.


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