Graduate Trainee Financial Planner | Academy & Qualifications

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 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.