Financial Planning Graduate Role
This is an exciting opportunity for a recent graduate or final-year student to kick-start their career in financial planning. The successful candidate will have the chance to gain hands-on experience in a professional practice and develop their skills in client preparation, documentation, and research.
* Support experienced advisers with client tasks and administrative duties.
* Assist with preparing high-quality financial advice documents and implementing client strategies.
* Manage client records and data entry, ensuring compliance with regulatory requirements.
* Gain exposure to client meetings and develop knowledge of financial planning processes.
* Work closely with senior colleagues to learn best practices and enhance your skills.
About You
* You are a final-year student or recent graduate in Financial Planning or a related field.
* You have a strong interest in building a career as a Financial Adviser.
* You possess excellent attention to detail, organisational skills, and strong written and verbal communication skills.
* You are proactive, motivated, and eager to learn and grow with the team.
What's on Offer
* A comprehensive training program to equip you with the skills and knowledge needed to succeed in financial planning.
* Mentorship and guidance from experienced colleagues.
* A collaborative and supportive team environment.
* Ongoing professional development opportunities.