Financial Planner

GradBay; Poole; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Fully funded training and qualifications

Inclusive team environment

Collaborative team

Regulated advisory path

Job summary

A top-tier professional services organisation in Poole is offering a four-year development pathway to become a fully qualified Financial Planner. The role involves studying for the CII Diploma, assisting with client financial plans, and managing client relationships. Strong communication and analytical skills are crucial. This opportunity includes fully funded training and clear career progression into a regulated advisory role, making a meaningful impact on clients' financial futures.

Qualifications

• Graduating by Summer 2026.
• Have a strong interest in financial advice, investments, or taxation.
• Full right to work in the UK.
• Excellent communication and interpersonal skills.
• Willingness to travel occasionally and relocate to Poole if needed.

Responsibilities

• Study for and complete the CII Diploma in Financial Planning.
• Assist in building client financial plans based on goals.
• Manage workflow to deliver excellent client service.
• Take responsibility for developing and presenting advice and support client delivery.

Skills

Communication skills

Relationship-building

Analytical mindset

Organizational skills

Education

Undergraduate degree

Job description

Start your career in financial planning and wealth management with a top-tier professional services organisation. This four-year development pathway will equip you to become a fully qualified Financial Planner – helping individuals and families structure their finances, grow their wealth and achieve lifelong financial goals.

You’ll work closely with experienced advisers from day one, gaining exposure to investment strategy, pensions, tax planning, and long-term financial modelling while building trusted client relationships.

Key Criteria

• Be graduating by Summer 2026
• Have strong communication and relationship‑building ability
• Show interest in financial advice, investments, or taxation
• Be based within reach of Poole, or willing to relocate
• Have full right to work in the UK (confirm with recruiter if sponsorship required)
• Be available to start on 1 September 2026

What You’ll Be Doing

• Years 1–2: Foundations
  • Study for and complete the CII Diploma in Financial Planning (fully funded)
  • Assist in building client financial plans based on goals and circumstances
  • Gather information from providers to assess client situations
  • Learn investment, retirement and tax‑efficient structuring options
  • Use professional client management systems and compliance processes
  • Prepare research and written reports with recommendations
  • Provide day‑to‑day support in client delivery and advice preparation
• Years 3–4: Progression to Adviser
  • Complete advanced qualifications (Chartered Financial Planner route)
  • Take responsibility for developing and presenting advice
  • Manage workflow to deliver excellent client service
  • Begin building regional client networks and supporting business development
  • Prepare for internal assessment to confirm competency as a Financial Planner

Training & Development

• Fully funded CII qualifications to Chartered level
• Study leave and structured learning plan
• Supportive mentorship and professional coaching
• Blend of virtual and classroom training
• Early exposure to clients, partners and specialist teams
• Clear career progression into a Financial Planner role upon completion

Who We’re Looking For

• Undergraduate degree completed or on track
• Analytical mindset with strong attention to detail
• Natural curiosity about personal finance and investment
• Excellent communication and interpersonal skills
• Confidence to build trust with clients over time
• High level of accountability and ownership
• Proactive, positive and adaptable under pressure
• Strong organisational and time‑management skills
• Willingness to travel occasionally and work flexibly

What’s On Offer

• Competitive salary and benefits
• Fully funded training and qualification pathway
• Long-term client relationships and meaningful career impact
• Inclusive and collaborative team environment
• Opportunity to advance into a regulated advisory role
• Coaching and support to become a Chartered Financial Planner