Graduate Trainee - Wealth Management & Financial Planning

Rapid Recruitment Services; London Borough of Harrow; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable financial services company in Harrow is seeking a motivated Graduate Trainee. This role offers hands-on training, exposure to diverse clients, and support towards professional qualifications in financial planning. Ideal candidates will possess strong numerical and analytical skills, along with a keen interest in the wealth management sector. Competitive salary and clear progression path are provided.

Benefits

Competitive salary

Full professional study support

Hands-on training

Long-term career development opportunities

Qualifications

• Strong academic background, preferably in finance or economics.
• Interest in financial planning and wealth management.
• Motivated to achieve professional qualifications.

Responsibilities

• Supporting financial planners in preparing client reports and recommendations.
• Conducting research and analysis across investments, pensions, and protection products.
• Assisting with client meetings and maintaining accurate records.

Skills

Numerical skills

Analytical skills

Communication skills

Interpersonal skills

Organisational skills

Education

Graduate in finance, economics, or related field

Job description

About the Opportunity

We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.

The Role

As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.

Key Responsibilities

• Supporting financial planners in preparing client reports and recommendations
• Conducting research and analysis across investments, pensions, and protection products
• Assisting with client meetings and maintaining accurate records
• Learning compliance and regulatory requirements within wealth management
• Building knowledge of financial markets and planning strategies

Candidate Profile

• Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)
• Strong numerical and analytical skills
• Excellent communication and interpersonal ability
• High attention to detail and organisational skills
• Interest in pursuing a career in financial planning/wealth management
• Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)

What’s on Offer

• Competitive salary with clear progression path
• Full professional study support (CII or equivalent)
• Hands-on training and mentoring from experienced advisers
• Exposure to a wide client base across financial planning and investment advice
• Long-term career development opportunities in a growing firm
• Location: Harrow