Financial Services Trainee
2 weeks ago
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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