At a Glance
- Tasks: Kickstart your career in financial planning and help clients achieve their financial dreams.
- Company: Join a top-tier professional services organisation with a focus on growth and development.
- Benefits: Competitive salary, fully funded training, and long-term career opportunities.
- Other info: Enjoy a collaborative team environment with coaching to become a Chartered Financial Planner.
- Why this job: Make a real impact on people's lives while building valuable skills in finance.
- Qualifications: Must be graduating by Summer 2026 with strong communication skills and a passion for finance.
The predicted salary is between 42750 - 52250 £ per year.
Start your career in financial planning and wealth management with a top-tier professional services organisation.
This four-year development pathway will equip you to become a fully qualified Financial Planner - helping individuals and families structure their finances, grow their wealth and achieve lifelong financial goals.
You'll work closely with experienced advisers from day one, gaining exposure to investment strategy, pensions, tax planning, and long-term financial modelling while building trusted client relationships.
- Key Criteria
- Be graduating by Summer 2026
- Have strong communication and relationship‑building ability
- Show interest in financial advice, investments, or taxation
- Be based within reach of Poole, or willing to relocate
- Have full right to work in the UK (confirm with recruiter if sponsorship required)
- Be available to start on 1 September 2026
- What You'll Be Doing
- Years 1-2: Foundations
- + Study for and complete the CII Diploma in Financial Planning (fully funded)
- + Assist in building client financial plans based on goals and circumstances
- + Gather information from providers to assess client situations
- + Learn investment, retirement and tax‑efficient structuring options
- + Use professional client management systems and compliance processes
- + Prepare research and written reports with recommendations
- + Provide day‑to‑day support in client delivery and advice preparation
- Years 3-4: Progression to Adviser
- + Complete advanced qualifications (Chartered Financial Planner route)
- + Take responsibility for developing and presenting advice
- + Manage workflow to deliver excellent client service
- + Begin building regional client networks and supporting business development
- + Prepare for internal assessment to confirm competency as a Financial Planner
Qualifications
- Undergraduate degree completed or on track
- Analytical mindset with strong attention to detail
- Natural curiosity about personal finance and investment
- Excellent communication and interpersonal skills
- Confidence to build trust with clients over time
- High level of accountability and ownership
- Proactive, positive and adaptable under pressure
- Strong organisational and time‑management skills
- Willingness to travel occasionally and work flexibly
- Competitive salary and benefits
- Fully funded training and qualification pathway
- Long‑term client relationships and meaningful career impact
- Inclusive and collaborative team environment
- Opportunity to advance into a regulated advisory role
- Coaching and support to become a Chartered Financial Planner
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Financial Planner in Poole employer: Gradbay Limited
Gradbay Limited is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture where collaboration and innovation thrive. Located in the heart of the United Kingdom, we provide comprehensive training and support for early-career professionals, ensuring they have the tools needed to succeed in their roles. With a strong emphasis on client success and service excellence, our team enjoys a rewarding environment that fosters meaningful relationships and career advancement opportunities.
