At a Glance
- Tasks: Support Financial Planners and learn to create personalised financial plans.
- Company: De Mellow & Co, a family-run Chartered Financial Planning Practice.
- Benefits: Structured career path, mentoring, funding for qualifications, and hands-on experience.
- Other info: Join a supportive team and enjoy excellent professional development opportunities.
- Why this job: Kickstart your career in financial planning and make a real difference in clients' lives.
- Qualifications: Graduate or career changer with a passion for personal finance and strong communication skills.
The predicted salary is between 25000 - 32000 £ per year.
About Us
De Mellow & Co is a Chartered Financial Planning Practice with offices in Hambledon, helping individuals, families and business owners make confident decisions about their financial future. Founded in 1990 by Chris de Mellow, we have built our reputation on providing clear, accessible financial planning that puts people first. As a family‑run business, we understand the importance of security, reassurance and long‑term relationships, and we pride ourselves on delivering advice that genuinely makes a difference to our clients' lives.
About The Role
We are looking for an ambitious and motivated individual to join our Financial Planner Academy as a Trainee Financial Planner. This is an excellent opportunity for a graduate or career changer looking to build a long‑term career in financial planning. Through a structured development programme, you will gain hands‑on experience across all areas of the business whilst working towards becoming a qualified Financial Planner. You’ll work alongside experienced advisers and support teams, learning how to deliver outstanding client service, build meaningful client relationships and develop financial planning recommendations that help clients achieve their goals. This is not simply an administration role. It is the first step in a supported career pathway designed to help you progress into a client‑facing Financial Planner position over time.
What You'll Be Doing:
- Supporting Financial Planners in the preparation of client meetings and recommendations
- Assisting with research, report preparation and financial planning analysis
- Building knowledge of investments, pensions, protection, retirement planning and estate planning
- Learning how to create personalised financial plans based on clients' goals and circumstances
- Attending client meetings and gradually developing your understanding of the advice process
- Working closely with our Client Servicing and Operations teams to ensure an exceptional client experience
- Studying towards professional financial planning qualifications with full support from the business
- Developing the technical and interpersonal skills required to become a successful Financial Planner
What We're Looking For:
- A graduate or someone looking to build a professional career in financial planning
- A genuine interest in personal finance, investments and helping people achieve their goals
- Strong communication and relationship‑building skills
- Excellent attention to detail and organisational ability
- Analytical and problem‑solving skills
- A positive attitude and willingness to learn
- A collaborative approach and desire to contribute to a team environment
- A commitment to professional development and studying towards industry qualifications
What We Offer:
- A structured career path through our Financial Planner Academy
- Mentoring and support from experienced Financial Planners
- Funding and support for professional qualifications
- Hands‑on experience within a Chartered Financial Planning Practice
- A supportive and collaborative team environment
- The opportunity to build a rewarding long‑term career helping clients achieve financial security and peace of mind
If you're ambitious, motivated and looking for a career rather than just a job, we'd love to hear from you.
Graduate Trainee Financial Planner employer: de Mellow & Co
De Mellow & Co is an exceptional employer that prioritises the growth and development of its employees within a supportive, family-run environment in Hambledon. With a structured career path through the Financial Planner Academy, comprehensive mentoring, and funding for professional qualifications, we empower our team to build meaningful careers in financial planning while making a genuine difference in clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Trainee Financial Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, attend industry events, and connect with alumni from your university. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Prepare for interviews by researching De Mellow & Co thoroughly. Understand their values, services, and client approach. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a future Financial Planner, you'll need to explain complex concepts clearly. Try explaining financial topics to friends or family to build your confidence and clarity.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and serious about joining our Financial Planner Academy.
We think you need these skills to ace Graduate Trainee Financial Planner
Some tips for your application 🫡
Show Your Passion for Finance:Let us see your genuine interest in personal finance and helping others. Share any relevant experiences or projects that highlight your enthusiasm for the field. This will help us understand why you want to join our Financial Planner Academy.
Tailor Your Application:Make sure to customise your CV and cover letter for this role. Highlight your skills and experiences that align with what we're looking for, like strong communication and relationship-building abilities. A personalised application shows us you're serious about this opportunity.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate well-structured applications that are easy to read, so make sure your key points stand out!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at de Mellow & Co
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial planning concepts. Familiarise yourself with terms like investments, pensions, and retirement planning. This will not only show your genuine interest but also help you engage in meaningful conversations during the interview.
✨Showcase Your People Skills
Since this role involves building client relationships, be prepared to demonstrate your communication and interpersonal skills. Think of examples from your past experiences where you've successfully interacted with others, whether in a work setting or through volunteering.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the company culture, the Financial Planner Academy, or the types of clients they serve. This shows that you're not just interested in the job, but also in how you can contribute to their mission.
✨Emphasise Your Willingness to Learn
Highlight your commitment to professional development and your eagerness to study towards qualifications. Share any relevant courses or certifications you’re considering, as this demonstrates your proactive approach and dedication to becoming a successful Financial Planner.
