Graduate Financial Planner - Fully Funded Chartered Path

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

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.

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.

Skills

Communication skills

Relationship-building

Analytical mindset

Organizational skills

Education

Undergraduate degree

Job description

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.