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Financial Services



Type of Position: Graduate Trainee Financial Planner - London
Pay: £30k+

Graduate Trainee Financial Planner - London

Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in delivery a high quality, independent service to clients.

Key responsibilities:

  • Ensuring client files are up to date and in order
  • Updating back office systems (Adviser Office)
  • Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
  • Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
  • Preparing for and minute taking for client and prospect meetings
  • Gaining exposure to the full investment advice process
  • Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial
  • Planning with the Chartered Institute of Insurance (CII)
  • Acquiring knowledge of company procedures and ensuring regulatory compliance


  • Analytical capabilities combined with a technical approach
  • Drive and determination - a proactive approach
  • Flexibility and ability to work under pressure
  • Attention to detail
  • Team player and excellent communication skills
  • Planning and organisational skills
  • Business and commercial awareness
  • Enquiring mindset
  • Educated to degree level, preferably from a Russell Group University

If you are interested in this role then please submit a copy of your CV to 

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