Financial Services Trainee

5 days ago


Poole BH, United Kingdom Purposeful Group Full time

We are seeking a Purposeful Group financial services trainee to join our team in Poole, as part of the Purposeful academy. This is an exceptional opportunity for a talented graduate or early-career professional to gain broad, hands-on experience across a dynamic financial services group.

The role combines executive support and rotational experience across key business areas, designed to provide a well-rounded foundation for a long-term career in the independent financial advice (IFA) sector.

You will:

  • Provide executive and administrative support to board members, including meeting coordination, event planning, and document preparation.
  • Support group-wide projects and assist in communication between leadership and operational teams.
  • Participate in a structured 24-month rotational programme across:
  • IT & Data: learn about systems, analytics, and data management in a regulated environment.
  • Finance: support group finance and management reporting.
  • Client Service: gain insight into client experience and service delivery.
  • Compliance: understand regulatory frameworks and ethical standards governing financial advice.
  • Corporate: Assit and play a major role in our B-Corp initiative.

Throughout the programme, you'll receive mentorship from senior leaders, structured learning, and development support to help you build a successful career in financial services

Job Types: Full-time, Permanent, Graduate

Pay: £24,420.00-£30,000.00 per year

Benefits:

  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Employee mentoring programme
  • Life insurance
  • Paid volunteer time
  • Private medical insurance
  • Sick pay

Education:

  • A-Level or equivalent (required)

Language:

  • English (required)

Work authorisation:

  • United Kingdom (required)

Location:

  • Poole BH15 (preferred)

Work Location: In person


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