Financial Planning Graduate

Rapid Recruitment Services; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A respected financial firm is seeking a motivated graduate for the Graduate Trainee position in Greater London. This role offers hands-on training and exposure to financial planning, investment advice, and client management. Ideal candidates should possess strong analytical and numerical skills, with a desire to advance in the field. You will receive full professional study support and have opportunities for long-term career progression in wealth management.

Benefits

Competitive salary

Full professional study support

Hands-on training from experienced advisers

Long-term career development opportunities

Qualifications

• Strong academic background in finance or economics is desirable.
• High attention to detail and strong organisational skills are essential.
• Interest in financial planning and willingness to pursue professional qualifications.

Responsibilities

• Support financial planners with client reports and recommendations.
• Conduct research and analysis on investments and pensions.
• Assist with client meetings and maintain accurate records.
• Learn compliance and regulatory aspects of wealth management.
• Build knowledge of financial markets and planning strategies.

Skills

Numerical skills

Analytical skills

Communication skills

Interpersonal skills

Education

Graduate in finance, economics, or related fields

Job description

About the Opportunity

We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.

The Role

As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.

Key Responsibilities

• Supporting financial planners in preparing client reports and recommendations
• Conducting research and analysis across investments, pensions, and protection products
• Assisting with client meetings and maintaining accurate records
• Learning compliance and regulatory requirements within wealth management
• Building knowledge of financial markets and planning strategies

Candidate Profile

• Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)
• Strong numerical and analytical skills
• Excellent communication and interpersonal ability
• High attention to detail and organisational skills
• Interest in pursuing a career in financial planning/wealth management
• Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)

What’s on Offer

• Competitive salary with clear progression path
• Full professional study support (CII or equivalent)
• Hands‑on training and mentoring from experienced advisers
• Exposure to a wide client base across financial planning and investment advice
• Long‑term career development opportunities in a growing firm