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- Tasks: Support client projects, collaborate with teams, and integrate AI tools into your workflow.
- Company: Join Positive Wealth Creation Ltd, an award-nominated Chartered Financial Planning firm in Somerset.
- Benefits: Enjoy a starting salary of ÂŁ25,000, pay increases for exams passed, private medical insurance, and 28 days holiday.
- Other info: This is a full-time, office-based role with real progression opportunities.
- Why this job: Gain hands-on experience, mentorship, and a structured career path in a supportive, people-first culture.
- Qualifications: Recent graduates with strong IT, communication skills, and a curiosity for finance and technology are encouraged to apply.
The predicted salary is between 20000 - 30000 ÂŁ per year.
Direct message the job poster from Positive Wealth Creation Ltd
Starting Salary: ÂŁ25,000, with increases for every exam passed
Are you a recent graduate looking to build a long-term career in financial planning? Join our award-nominated Chartered firm and gain hands-on experience while working toward your qualifications.
About Us
Weâre a successful firm of Chartered Financial Planners based in Somerset.
Shortlisted for VouchedForâs 2025 âFirm of the Yearâ (Small Firms â Client Experience Awards)
Holding the prestigious âChartered Financial Plannersâ title since 2008 for our professionalism and capability
Known for our supportive, people-first culture
The Role
As a Graduate Trainee, youâll work closely with Directors and our experienced team of seven to:
⢠Support client projects and aftercare
⢠Collaborate across business areas to broaden your skills
⢠Embrace and integrate AI tools into your daily workflow
⢠Train on industry platforms like Intelliflo, FE Analytics, O&M Profiler, and more
Youâll be encouraged to contribute, ask questions, and grow â everyday
You\âre a motivated graduate who:
⢠Wants to pursue the CII Level 4 Diploma in Financial Planning
⢠Has strong IT, communication & organisational skills
⢠Is curious about how technology and finance intersect
⢠Is eager to learn in a collaborative, in-person team environment
What We Offer
A structured career path with real progression opportunities
Direct exposure to experienced financial planners and directors
Ongoing mentorship and hands-on learning
A collaborative, face-to-face office culture
A firm where your input is valued and your development is supported
What Youâll Get
ÂŁ25,000 starting salary + pay increases for each exam passed
Full support with professional training and CII exams
Sound like the opportunity for you? Weâd love to hear from you. Apply today and take the first step toward a rewarding career in financial advice
.
Office-based | Career Development | AI Integration | Chartered Firm
Starting Salary: ÂŁ25,000, with increases for every exam passed
Are you a recent graduate looking to build a long-term career in financial planning? Join our award-nominated Chartered firm and gain hands-on experience while working toward your qualifications.
About Us
Weâre a successful firm of Chartered Financial Planners based in Somerset.
Shortlisted for VouchedForâs 2025 âFirm of the Yearâ (Small Firms â Client Experience Awards)
Holding the prestigious âChartered Financial Plannersâ title since 2008 for our professionalism and capability
Known for our supportive, people-first culture
The Role
As a Graduate Trainee, youâll work closely with Directors and our experienced team of seven to:
⢠Support client projects and aftercare
⢠Collaborate across business areas to broaden your skills
⢠Embrace and integrate AI tools into your daily workflow
⢠Train on industry platforms like Intelliflo, FE Analytics, O&M Profiler, and more
Youâll be encouraged to contribute, ask questions, and grow â everyday
About You
You\âre a motivated graduate who:
⢠Wants to pursue the CII Level 4 Diploma in Financial Planning
⢠Has strong IT, communication & organisational skills
⢠Is curious about how technology and finance intersect
⢠Is eager to learn in a collaborative, in-person team environment
What We Offer
A structured career path with real progression opportunities
Direct exposure to experienced financial planners and directors
Ongoing mentorship and hands-on learning
A collaborative, face-to-face office culture
A firm where your input is valued and your development is supported
What Youâll Get
ÂŁ25,000 starting salary + pay increases for each exam passed
Full support with professional training and CII exams
Private medical insurance
ď¸ 28 days holiday (including bank holidays
) Pension scheme
Sound like the opportunity for you? Weâd love to hear from you. Apply today and take the first step toward a rewarding career in financial advice
.
Seniority level
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Seniority level
Internship
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Graduate Financial Trainee - Full-Time employer: Positive Wealth Creation Ltd
Contact Detail:
Positive Wealth Creation Ltd Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Graduate Financial Trainee - Full-Time
â¨Tip Number 1
Research Positive Wealth Creation Ltd thoroughly. Understand their values, culture, and recent achievements, such as being shortlisted for the 'Firm of the Year' award. This knowledge will help you tailor your conversations and show genuine interest during any interactions.
â¨Tip Number 2
Network with current or former employees of Positive Wealth Creation Ltd on platforms like LinkedIn. Ask them about their experiences and any tips they might have for standing out in the application process. Personal insights can give you an edge.
â¨Tip Number 3
Prepare to discuss how you can integrate AI tools into financial planning. Familiarise yourself with relevant technologies and be ready to share your thoughts on how they can enhance client service and efficiency during interviews.
â¨Tip Number 4
Showcase your eagerness to learn and grow within a team environment. Be prepared to discuss examples from your academic or work experience where you've collaborated effectively, as this aligns with the firm's supportive culture.
We think you need these skills to ace Graduate Financial Trainee - Full-Time
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Graduate Financial Trainee. Emphasise your IT, communication, and organisational skills, as well as any experience with financial planning or technology.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to pursue a career in financial planning. Mention your eagerness to learn and how you can contribute to the team at Positive Wealth Creation Ltd. Be sure to express your interest in the CII Level 4 Diploma.
Showcase Your Curiosity: In your application, highlight your curiosity about the intersection of technology and finance. Provide examples of how you've engaged with these areas in your studies or personal projects, demonstrating your proactive approach to learning.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Positive Wealth Creation Ltd
â¨Research the Company
Before your interview, take some time to learn about Positive Wealth Creation Ltd. Understand their values, recent achievements, and what sets them apart in the financial planning industry. This knowledge will help you tailor your answers and show genuine interest.
â¨Prepare for Technical Questions
As a Graduate Financial Trainee, you may be asked about financial concepts or tools like Intelliflo and FE Analytics. Brush up on these topics and be ready to discuss how you can integrate technology into financial planning.
â¨Show Your Curiosity
Demonstrate your eagerness to learn by asking insightful questions during the interview. Inquire about the mentorship opportunities and how the team collaborates on client projects. This shows that you're proactive and genuinely interested in growing within the firm.
â¨Highlight Your Soft Skills
Strong communication and organisational skills are crucial for this role. Be prepared to share examples of how you've effectively communicated in group settings or managed tasks in previous experiences, showcasing your ability to thrive in a collaborative environment.