Graduate Financial Planner Trainee — Chartered Path

A leading global professional services network is seeking a Graduate Trainee in Financial Planning based in Poole. You will undergo a structured four-year training contract to gain qualifications, learn client processes, and develop strong financial planning skills. The role emphasizes personal growth, client engagement, and building long-term client relationships to maximize their legacy. The position offers extensive mentorship, funding for qualifications, and a commitment to diversity and inclusion.
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