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Graduate Financial Planner - Chartered Path
Job in
Poole, Dorset County, BH15, England, UK
Listed on 2025-12-30
Listing for:
GradBay
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A top-tier professional services organisation in Poole is offering a four-year development pathway to become a fully qualified Financial Planner. The role involves studying for the CII Diploma, assisting with client financial plans, and managing client relationships. Strong communication and analytical skills are crucial. This opportunity includes fully funded training and clear career progression into a regulated advisory role, making a meaningful impact on clients' financial futures.
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