Finance Graduate

About the Firm

We are currently partnering with a well-established boutique financial advisory firm based in Harrow that provides tailored financial planning and wealth management solutions. The firm prides itself on its client-centric approach and commitment to delivering expert advice across investments, pensions, tax planning, and estate planning.

The Opportunity

Our client is looking for a Graduate Financial Planner to join their growing team. This is an excellent opportunity for a recent graduate who is passionate about financial planning and looking to start a rewarding career in the industry. The successful candidate will receive comprehensive training, mentorship, and support towards obtaining professional qualifications.

Key Responsibilities

• Assist senior financial planners in preparing financial plans, investment strategies, and client reports.
• Conduct market research and financial analysis to support client recommendations.
• Engage with clients to understand their financial goals and provide high-quality service.
• Ensure compliance with industry regulations and company policies.
• Work towards achieving relevant professional qualifications (e.g., CII Diploma in Financial Planning).

Requirements

• A degree in Finance, Economics, Business, or a related field.
• A strong interest in financial planning and wealth management.
• Excellent analytical and numerical skills.
• Strong communication and interpersonal abilities.
• Organised, detail-oriented, and proactive.
• Ability to work collaboratively within a professional environment.

What’s on Offer

• Full training and support towards professional qualifications.
• A structured career progression pathway within the firm.
• Exposure to a wide range of financial planning services.
• A supportive and dynamic working environment.
• Competitive salary and benefits package.

This is a fantastic opportunity for an ambitious graduate to kick-start their career in financial planning with a prestigious boutique advisory firm.