Great people. Great companies.

Graduate Trainee Financial Adviser

Job Role
Graduate Jobs
Contract Type
Date Added
Date Expires
Banking and Finance

We are currently promoting a fantastic graduate scheme within a well-respected West Midlands based wealth management firm. They specialise in providing bespoke financial planning services to individuals, businesses and families. Their longstanding client base is testament to the quality of their product and outstanding customer relations.

This position is perfect for those looking for a structured training programme. You will be provided with in depth knowledge of the financial areas that the company specialises in. You will understand the financial planning processes, compliance and regulation and best practices to invest money. In addition, this company will fully fund all further qualifications. The successful graduate will be tasked with building a financial plan for clients while taking into consideration their incomings, outgoings, financial ambitions, motivations and retirement plans.

The perfect graduate will have completed a mathematical degree (Economics, Accounting, Finance etc…). You will have achieved at least a 2:1. You will have outstanding analytical skills and be able to articulate clearly the impact that certain decisions will have. You will have a great eye for detail. There will be times where you will be working independently so the ability to be able to proactively research and solve problems is crucial.

Applicants will be asked to create an online application. To apply for this position please send your CV to

For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.

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