Graduate - Trainee Financial Planner

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £26000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


Our client is a highly regarded Wealth Planning business with offices in the City of Manchester. They work at the top end of the market and specialise in providing financial advice to HNW clients with a minimum of £3M in investable assets.

Their current requirement is for a recent Graduate to join the business within a Trainee Financial Planner opportunity. This role would suit an individual who has recently graduated and is keen on a role in the financial planning industry. Your daily duties will include working alongside a financial planner and learning the industry. You'll be undertaking financial planning support, eventually learning tasks such as analysis, research, report writing and helping to prepare for client meetings.

To be considered you must have a first class degree or 2:1.

If you are keen on a role in the financial planning industry and would like to work for a prestigious wealth manager then this opportunity would be an excellent starting point.

Salary is around £24,000 and you will also receive an excellent bonus and benefits package including study support, pension, company share scheme and 30 days holiday.