Graduate Financial Planner Trainee - Fully Funded Qualifications

MAZARS UK; Sutton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services network is seeking a Financial Planning - Trainee Financial Planner in Sutton. This role offers a structured four-year training contract with a focus on client service and financial strategy development. Ideal candidates should possess strong academic achievements, a commitment to self-development, and excellent problem-solving skills. As a trainee, you'll gain hands-on experience while preparing to become a chartered financial planner, contributing to a collaborative team environment.

Benefits

Fully funded professional qualification

Coaching and mentorship

Time off for study

Qualifications

• Strong academic performance is preferable.
• Ability to work under pressure and engage with diverse individuals.
• Commitment to self-development and learning new skills.

Responsibilities

• Complete training while delivering client service.
• Assist in financial planning processes and compliance.
• Create client financial strategies and provide ongoing support.

Skills

Curiosity

Problem-solving

Time management

Strong sense of ownership

Positive attitude

Education

Undergraduate degree

Job description

A leading global professional services network is seeking a Financial Planning - Trainee Financial Planner in Sutton. This role offers a structured four-year training contract with a focus on client service and financial strategy development. Ideal candidates should possess strong academic achievements, a commitment to self-development, and excellent problem-solving skills. As a trainee, you'll gain hands-on experience while preparing to become a chartered financial planner, contributing to a collaborative team environment.