Financial Planner jobs in United Kingdom
Financial Planner - All Clients Provided
JR United Kingdom
Financial Planner - All Clients Provided
JR United Kingdom
Financial Planning Administrator
Recruit Wealth Ltd
Senior Policy Adviser - Financial Conduct Authority
FINANCIAL CONDUCT AUTHORITY
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The Private Office
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The Private Office
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The Private Office
Financial Analyst / Planner
Optimum Recruit Limited
Investment Analyst
Deverell Smith Recruitment Ltd
2026 Summer Financial Analyst - Corporate Finance (Healthcare)
Houlihan Lokey
Filing Clerk
Meridian Business Support
Head of Finance
Jenson Fisher Consulting Ltd
2026 Summer Financial Analyst - Corporate Finance (Technology)
Houlihan Lokey
Senior Finance Transformation Manager
Gerrard White
Head Of Finance
Michael Page
Principal | Senior Associate | Team Lead Aquatic Ecologist
Stantec
Graduate Financial Planner
Job summary
A financial services firm in the United Kingdom is looking for a Graduate Financial Adviser to provide specialist advice to clients on managing their finances. This role includes researching the market, setting up meetings with clients, and promoting financial products. Ideal candidates will have a 2:1 or above in a relevant degree and strong communication skills.
Qualifications
- Excellent communication, interpersonal and listening skills are essential.
- Capability to explain complex financial information simply and clearly.
- Ability to network and establish relationships with clients.
Responsibilities
- Contact clients and set up meetings.
- Conduct in-depth reviews of clients' financial circumstances.
- Research the marketplace and provide clients with information on products.
Skills
Education
United Kingdom,Cheshire
Permanent
We are looking for a Graduate Financial Adviser to help provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.
Responsibilities you will be learning and helping with
- contacting clients and setting up meetings
- conducting in-depth reviews of clients' financial circumstances
- researching the marketplace and providing clients with information on new and existing products & services
- reviewing and responding to clients changing needs and financial circumstances
- promoting and selling financial products to meet given or negotiated sales targets
- negotiating with product suppliers for the best possible rates
- communicating with other professionals, such as estate agents, solicitors
- contacting clients with news of new financial products
Must have a 2:1 or above in any of the following degree subjects
- accountancy, business, Maths, Economics
You will need to show evidence of the following
- excellent communication, interpersonal and listening skills
- capable to explain complex information simply and clearly
- the ability to network and establish relationships with clients
- research and analytical skills
- negotiation and influencing skills as well as determination and tenacity
- the ability to work in a team
- self-motivation and organisaion
- an appropriate level of numeracy and IT skills
Regional accountancy, finance and HR recruiters
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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