Graduate Trainee Financial Planner

de Mellow & Co; Hambledon; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Mentoring from experienced FinancialPl

Funding for professionalQualifications

Structured career path

Job summary

De Mellow & Co is seeking a motivated individual to join our Financial Planner Academy as a Trainee Financial Planner. This role offers a structured development programme with hands-on experience across the business while working toward becoming a qualified Financial Planner.

You will work alongside experienced advisers, support teams and learn to deliver outstanding client service, build client relationships, and develop recommendations that help clients achieve their goals.

Qualifications

• Graduate or career changer seeking a long-term career in financial planning.
• Interest in personal finance, investments and helping people achieve goals.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational ability.
• Analytical and problem-solving skills.
• Positive attitude and willingness to learn.
• Collaborative approach and desire to contribute to a team environment.
• Commitment to professional development and studying towards industry qualifications.

Responsibilities

• Supporting Financial Planners in the preparation of client meetings and recommendations.
• Assisting with research, report preparation and financial planning analysis.
• Building knowledge of investments, pensions, protection, retirement planning and estate planning.
• Learning how to create personalised financial plans based on clients' goals and circumstances.
• Attending client meetings and gradually developing understanding of the advice process.
• Working closely with Client Servicing and Operations teams to ensure exceptional client experience.
• Studying towards professional financial planning qualifications with full support from the business.
• Developing the technical and interpersonal skills required to become a successful Financial Planner.

Skills

Strong communication

Relationship-building

Team player

Analytical thinking

Willingness to learn

Education

Graduate

Job description

De Mellow & Co is a Chartered Financial Planning Practice with offices in Hambledon, helping individuals, families and business owners make confident decisions about their financial future.

Founded in 1990 by Chris de Mellow, we have built our reputation on providing clear, accessible financial planning that puts people first. As a family-run business, we understand the importance of security, reassurance and long-term relationships, and we pride ourselves on delivering advice that genuinely makes a difference to our clients' lives.

About The Role

We are looking for an ambitious and motivated individual to join our Financial Planner Academy as a Trainee Financial Planner.

This is an excellent opportunity for a graduate or career changer looking to build a long-term career in financial planning. Through a structured development programme, you will gain hands‑on experience across all areas of the business whilst working towards becoming a qualified Financial Planner.

You'll work alongside experienced advisers and support teams, learning how to deliver outstanding client service, build meaningful client relationships and develop financial planning recommendations that help clients achieve their goals.

This is not simply an administration role. It is the first step in a supported career pathway designed to help you progress into a client-facing Financial Planner position over time.

What You'll Be Doing:

• Supporting Financial Planners in the preparation of client meetings and recommendations
• Assisting with research, report preparation and financial planning analysis
• Building knowledge of investments, pensions, protection, retirement planning and estate planning
• Learning how to create personalised financial plans based on clients' goals and circumstances
• Attending client meetings and gradually developing your understanding of the advice process
• Working closely with our Client Servicing and Operations teams to ensure an exceptional client experience
• Studying towards professional financial planning qualifications with full support from the business
• Developing the technical and interpersonal skills required to become a successful Financial Planner

What We're Looking For:

• A graduate or someone looking to build a professional career in financial planning
• A genuine interest in personal finance, investments and helping people achieve their goals
• Strong communication and relationship-building skills
• Excellent attention to detail and organisational ability
• Analytical and problem-solving skills
• A positive attitude and willingness to learn
• A collaborative approach and desire to contribute to a team environment
• A commitment to professional development and studying towards industry qualifications

What We Offer:

• A structured career path through our Financial Planner Academy
• Mentoring and support from experienced Financial Planners
• Funding and support for professional qualifications
• Hands‑on experience within a Chartered Financial Planning Practice
• A supportive and collaborative team environment
• The opportunity to build a rewarding long‑term career helping clients achieve financial security and peace of mind
• If you're ambitious, motivated and looking for a career rather than just a job, we'd love to hear from you.