Graduate Financial Planner Trainee — Growth & Qualification

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

Job summary

A leading financial services firm in the United Kingdom is seeking graduate trainees in Financial Planning. In a structured four-year training program, you'll study core financial planning qualifications, learn the processes vital to client service, and develop your critical thinking and problem-solving skills. The firm values diversity and inclusion and supports your growth through mentorship and professional development opportunities. Applicants should have a strong academic background and a commitment to self-improvement.

Benefits

Professional qualification funding

Coaching and mentorship

Flexible working environment

Qualifications

• Deep curiosity to learn new things and natural inquisitiveness.
• Strong sense of ownership of duties and high levels of responsibility.
• Willingness to travel and adapt to flexible working.

Responsibilities

• Study and complete core financial planning qualifications.
• Learn about financial planning processes and client-specific circumstances.
• Support delivery of client service and assist financial planners.

Skills

Strong academic performance

Critical thinking

Time management

Problem-solving

Ability to engage with new people

Education

Undergraduate degree

Job description

A leading financial services firm in the United Kingdom is seeking graduate trainees in Financial Planning. In a structured four-year training program, you'll study core financial planning qualifications, learn the processes vital to client service, and develop your critical thinking and problem-solving skills. The firm values diversity and inclusion and supports your growth through mentorship and professional development opportunities. Applicants should have a strong academic background and a commitment to self-improvement.