Graduate Financial Planner Position
1 month ago
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 JobThis role involves assisting in the delivery of a high-quality, independent service to clients by:
- Keeping client records up-to-date;
- Maintaining accurate and efficient back-office systems;
- Providing data to support financial planning and wealth management activities;
- Collaborating on report preparation and presentation;
- Supporting client and prospect meetings;
- Developing knowledge and skills in financial planning and wealth management;
- Pursuing a Diploma in Financial Planning with the Chartered Institute of Insurance (CII) through structured learning and exams;
- 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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