Graduate Financial Planner


£15000 - £18000 per annum + Study Package


United Kingdom,Cheshire

Job Type



We are looking for a Graduate Financial Adviser to help provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale.

Responsibilities you will be learning and helping with

  • contacting clients and setting up meetings
  • conducting in-depth reviews of clients' financial circumstances
  • completing risk analyses
  • researching the marketplace and providing clients with information on new and existing products & services
  • designing financial strategies
  • reviewing and responding to clients changing needs and financial circumstances
  • promoting and selling financial products to meet given or negotiated sales targets
  • negotiating with product suppliers for the best possible rates
  • communicating with other professionals, such as estate agents, solicitors
  • contacting clients with news of new financial products

Must have a 2:1 or above in any of the following degree subjects

  • accountancy, business, Maths, Economics

You will need to show evidence of the following

  • excellent communication, interpersonal and listening skills
  • capable to explain complex information simply and clearly
  • the ability to network and establish relationships with clients
  • research and analytical skills
  • negotiation and influencing skills as well as determination and tenacity
  • the ability to work in a team
  • time management skills
  • customer service skills
  • self-motivation and organisaion
  • an appropriate level of numeracy and IT skills
  • target-driven mindset

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