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- Tasks: Support financial planners in delivering tailored advice and conducting research.
- Company: Respected wealth management firm with a focus on career development.
- Benefits: Competitive salary, professional study support, and hands-on training.
- Why this job: Kickstart your career in financial planning with real client exposure and growth opportunities.
- Qualifications: Strong academic background and excellent communication skills.
- Other info: Join a dynamic team and work towards recognised industry qualifications.
The predicted salary is between 30000 - 42000 £ per year.
We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.
As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.
Key Responsibilities- Supporting financial planners in preparing client reports and recommendations
- Conducting research and analysis across investments, pensions, and protection products
- Assisting with client meetings and maintaining accurate records
- Learning compliance and regulatory requirements within wealth management
- Building knowledge of financial markets and planning strategies
- Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)
- Strong numerical and analytical skills
- Excellent communication and interpersonal ability
- High attention to detail and organisational skills
- Interest in pursuing a career in financial planning/wealth management
- Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)
- Competitive salary with clear progression path
- Full professional study support (CII or equivalent)
- Hands‑on training and mentoring from experienced advisers
- Exposure to a wide client base across financial planning and investment advice
- Long‑term career development opportunities in a growing firm
Financial Planning Graduate employer: Rapid Recruitment Services
Contact Detail:
Rapid Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Graduate
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management field through LinkedIn or local events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show genuine interest in their work and how you can contribute to their success. Tailor your answers to reflect their mission!
✨Tip Number 3
Practice your communication skills! As a Financial Planning Graduate, you'll need to convey complex information clearly. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planning Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Financial Planning Graduate. Highlight any relevant coursework, internships, or projects that showcase your analytical and numerical abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and wealth management. Share why you’re excited about this opportunity and how your background makes you a great fit for the team.
Showcase Your Attention to Detail: In finance, details matter! Ensure your application is free from typos and errors. A well-organised and polished application demonstrates your commitment and professionalism, which are key in this industry.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. This way, we can easily track your application and ensure it reaches the right people. Plus, it shows you’re serious about joining us!
How to prepare for a job interview at Rapid Recruitment Services
✨Know Your Numbers
Brush up on your financial knowledge! Make sure you understand key concepts in financial planning, investment management, and pensions. Being able to discuss these topics confidently will show your passion for the role and your readiness to dive into the world of wealth management.
✨Research the Firm
Take some time to learn about the firm you're interviewing with. Understand their values, services, and client base. This will not only help you tailor your answers but also demonstrate your genuine interest in becoming part of their team.
✨Practice Your Communication Skills
As a Graduate Trainee, you'll need to communicate effectively with clients and colleagues. Practise explaining complex financial concepts in simple terms. This will help you stand out during the interview and show that you can build strong relationships with clients.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to financial planning, the team dynamics, or opportunities for professional development. This shows that you're proactive and genuinely interested in your potential future with them.
