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Graduate Trainee Financial Planner

Graduate Trainee Financial Planner

Posted 31 March by Lucy Bristow Appointments Easy Apply Featured Ended

Graduate Trainee Financial Planner

Competitive Salary and benefits

Solent, Southampton

Do you see yourself advising high net worth families, helping them with financial complexities as they move through their life?

This is a truly fantastic graduate opportunity to join an independently owned investment management and financial planning partnership, established in 2004. They have a team of circa 50 people based in their offices in London, Manchester and the Solent. They have grown organically and also through a small number of strategic acquisitions and they currently manage and advise on assets of over £900m. Their clients are private clients and family groups investing their pensions, trusts, investments and ISAs.

If you are on track for at least a 2:1 in your degree or have recently graduated, you have the chance to be part of their small, dynamic, fun and entrepreneurial team based in their Solent office. You will have access to all areas of the organisation as you grow and develop throughout your two year rotation. Contribute to real business as you move throughout the organisation whilst they sponsor you with your professional qualifications, mentor you and support you with your professional development. Use your newly acquired skills in your client-facing Financial Planner role on completion of your rotation.

Please send your CV asap and we will contact you with more information.

Required skills

  • Graduate Recruitment
  • Graduate Entry
  • Graduate Students
  • Graduate Level

Reference: 34678292

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