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Job Title: Graduate Trainee Financial Adviser
Industry: Wealth Management
Location: Winchester
Salary: £30,000
Job Reference: 9514
Job Description:
An excellent opportunity has arisen for a graduate to join a successful financial planning firm based in Winchester as a Junior Paraplanner. The firm is prepared to offer full training to the right candidate, meaning no prior experience in Financial Planning is required—just the right attitude and willingness to learn.
Our client is a long-established Independent Chartered Financial Planning firm that are proud to be providing expert guidance to clients. Known for their commitment to Financial Planning, they have built an excellent reputation for serving high-net-worth clients and helping them achieve their financial goals through tailored planning solutions.
Duties will include but not limited to:
- Conducting research, and analysis of products and funds
- Complete cashflow forecasts and financial plans
- Liaise with clients
- Shadowing Independent Financial Adviser
- Portfolio management
- Attending client meetings
- Writing suitability reports
- Assist Paraplanners and Financial Advisers
Benefits:
- Salary from £30,000 (negotiable dependent on experience)
- Full exam and study support
- Company pension contribution
- Opportunity to kickstart Financial Planning career
- Long term career progression - can support progression through to Financial Planner
Skills and experience required:
- Degree in a related subject e.g. Finance, Investments, Economics
- Technical minded
- Must be eager to learn and develop
- Excellent communication skills
- Attention to detail
- Ability to work as a team, and independently
- Excellent numeracy skills
This is a unique opportunity to provide a fantastic long term career option. If you're looking for a career within Financial Planning, put forward an application today. Unfortunately this role does not offer sponsorship so is not suitable to individuals on a graduate working VISA as this firm are looking for someone to be with them longer than 2 years.
