ABOUT US
We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
Founded in 1990 by Chris de Mellow, our goal is to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support.
As a family-run business, we appreciate the importance of a steady, reassuring, and guiding hand, treating our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for any eventuality.
ABOUT THE ROLE
We are looking for a dynamic individual to join our team as a Trainee Financial Planner. This entry-level position is ideal for someone passionate about finance, eager to learn, and ready to embark on a rewarding career in financial planning.
Responsibilities will include:
1. Providing administrative support, including document preparation, data entry, and client file management.
2. Assisting our Financial Planners in analysing financial information.
3. Participating in training sessions to understand financial products, investment strategies, and industry regulations.
4. Learning to develop personalised financial plans based on client goals, risk tolerance, and financial circumstances.
5. Collaborating with team members to stay updated on industry-specific changes.
6. Building and maintaining positive client relationships through effective communication and outstanding service.
7. Working closely with experienced Financial Planners to gain insights into holistic financial planning, effective communication, and client retention.
SKILLS REQUIRED
1. Preferable: Bachelor’s degree in finance, business, economics, or a related field.
2. Strong analytical and problem-solving skills.
3. Excellent communication and interpersonal abilities.
4. Eagerness to learn and develop a deep understanding of financial planning principles.
5. Ability to work collaboratively in a team-oriented environment.
6. Basic knowledge of financial markets and investment products is preferable.
7. Detail-oriented with a high level of accuracy in work.
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