Graduate Trainee Financial Planner - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment firm seeks a recent graduate for the position of Graduate Trainee Financial Planner in London. This role offers a unique opportunity to gain valuable experience in financial planning while working towards a Diploma in Financial Planning. Ideal candidates should possess a degree from a renowned institution and exhibit excellent communication and analytical skills, working in a team-oriented environment.

Qualifications

• Recent Graduate required for Trainee Financial Planner role.
• Educated to degree level, ideally from a top university.
• Must demonstrate analytical skills and effective communication.

Responsibilities

• Ensure client files are up to date and in order.
• Assist with drafting reports and preparing for client meetings.
• Gain exposure to the investment advice process and regulatory compliance.

Skills

Analytical capabilities

Excellent communication skills

Planning and organisational skills

Business and commercial awareness

Education

Degree level education, preferably from a Russell Group University

Tools

Adviser Office

Job description

Graduate Trainee Financial Planner - London

Our client is seeking a recent graduate to join as a Trainee Financial Planner at their London office. This role offers a valuable opportunity to gain comprehensive experience and work towards becoming a fully qualified Financial Planner. The trainee will support the delivery of high-quality, independent client services.

Key responsibilities include:

1. Maintaining accurate and up-to-date client files.
2. Updating back office systems (Adviser Office).
3. Gathering data for net worth statements and investment recommendations.
4. Assisting in drafting reports to ensure quality and timeliness.
5. Preparing for and minuting client and prospect meetings.
6. Getting exposure to the full investment advice process.
7. Following a structured training and exam program aiming for a Diploma in Financial Planning with the CII.
8. Understanding company procedures and ensuring regulatory compliance.
9. Demonstrating analytical skills with a technical approach.
10. Showing drive, determination, and a proactive attitude.
11. Being flexible and able to work under pressure.
12. Exhibiting excellent communication skills as a team player.
13. Planning and organizational skills.
14. Business and commercial awareness.
15. Maintaining an inquisitive mindset.
16. Educated to degree level, preferably from a Russell Group University.