At a Glance
- Tasks: Work alongside experienced advisers on investment strategies and client relationships.
- Company: Gradbay Limited, a supportive team near Poole with a focus on development.
- Benefits: Fully funded CII Diploma, travel opportunities, and a clear path to Chartered status.
- Other info: Join a collaborative environment with excellent advancement opportunities.
- Why this job: Kickstart your career in finance with hands-on experience and professional growth.
- Qualifications: No prior experience needed; just a passion for finance and helping clients.
The predicted salary is between 19350 - 23650 £ per year.
Gradbay Limited offers a four-year development pathway to become a fully qualified Financial Planner.
You will work with experienced advisers on investment strategy, pensions, tax planning and long-term modelling, building trusted client relationships from day one.
The programme includes full funding for the CII Diploma and progression to Chartered Financial Planner.
You will join a collaborative team based near Poole, with opportunities to travel as needed and to advance into a regulated
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Financial Planner Trainee — Fully Funded Path to Chartered 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.
