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Capio Recruitment Financial Planning
Fareham
Job Title: Chartered Financial Planner Salary: £60,000 - £70,000 (Negotiable) + Bonus Location: Southampton / Portsmouth A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Financial Planner to come and join their growing advisory team and work with nourishing and developing existing clients
Job Source: Capio Recruitment Financial PlanningCameron James
Alresford
Our client is an established firm of Wealth Planners based in Hampshire who require a qualified Financial Planner. The role is flexible in terms of home based etc. Candidates who have a client following will be considered. The purpose of this role is to assist the Managing Director with the development, maintenance and growth of the Company’s finan
Job Source: Cameron JamesDynamite Recruitment
PO1
Recruiting for a Graduate Trainee Financial Advisor to join a thriving and busy team. This is a rare opportunity for the right person to build a flourishing career in financial planning. This is an entry-level position, perfect for someone interested in building a strong career wiand has an interest in finance, economics, wealth. We are looking fo
Job Source: Dynamite RecruitmentDynamite Recruitment Solutions Ltd
Waterlooville
Recruiting for a Graduate Trainee Financial Advisor to join a thriving and busy team. This is a rare opportunity for the right person to build a flourishing career in financial planning. This is an entry-level position, perfect for someone interested in building a strong career wiand has an interest in finance, economics, wealth.We are looking for
Job Source: Dynamite Recruitment Solutions LtdPenguin Recruitment
Hampshire
Title: Town Planner | Senior Town Planner Location: Salisbury The Company: Penguin Recruitment is delighted to be supporting a Town and Country Planning Consultancy who operate nationally. The client work on a variety of sectors such as Residential, Leisure, Healthcare, Commercial, Retail and Mixed Use. Qualifications: Full UK Driving Licence.
Job Source: Penguin RecruitmentRandstad CPE
Gosport
Opportunity for a Planner / Scheduler on a permanent basis Job: Planner/Scheduler Area: Portsmouth We are currently seeking a Planner/Scheduler to come on board for our social housing reactive maintenance contracts. Responsibilities for the role are: - Liaising with supervisors and tenants - Planning workloads for operatives - Booking repairs wit
Job Source: Randstad CPERandstad CPE
Waterlooville
Opportunity for a Planner / Scheduler on a permanent basis Job: Planner/Scheduler Area: Portsmouth We are currently seeking a Planner/Scheduler to come on board for our social housing reactive maintenance contracts. Responsibilities for the role are: - Liaising with supervisors and tenants - Planning workloads for operatives - Booking repairs wit
Job Source: Randstad CPEIntec Recruitment
Hook, Hampshire
As the Planner you will be responsible for the scheduling and coordinating of products from sales Orders through manufacturing to completion, ensuring maximum performance and minimum delay. You will work closely with the Production team to schedule work according to customer requirements and with the procurement team to understand any constraints
Job Source: Intec RecruitmentPetersfield, England, United Kingdom
ABOUT US
We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
We were founded in 1990 by Chris de Mellow with a simple goal—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 and treat 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:
Provide administrative support, including document preparation, data entry and client file management.
Assist our Financial Planners in analysing financial information.
Participate in training sessions to understand financial products, investment strategies and industry regulations.
Learn to develop personalised financial plans based on client goals, risk tolerance
and financial circumstances.
Collaborate with team members to stay updated on industry-specific changes.
Build and maintain positive client relationships through effective communication and
outstanding service.
Work closely with experienced Financial Planners to gain insights into holistic financial planning, effective communication, and client retention.
SKILLS REQUIRED
Preferable - Bachelor’s degree in finance, business, economics, or a related field.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Eagerness to learn and develop a deep understanding of financial planning principles.
Ability to work collaboratively in a team-orientated environment.
Basic knowledge of financial markets and investment products is preferable.
Detail-orientated with a high level of accuracy in work.
Email Alert for Trainee Financial Planner jobs in Petersfield, England, United Kingdom
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