de Mellow & Co
Graduate Trainee Financial Planner
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About Us
De Mellow & Co is a Chartered Financial Planning Practice with offices in Hambledon, helping individuals, families, and business owners make confident decisions about their financial future.
Founded in 1990 by Chris de Mellow, we have built our reputation on providing clear, accessible financial planning that puts people first. As a family-run business, we understand the importance of security, reassurance, and long-term relationships, and we pride ourselves on delivering advice that genuinely makes a difference to our clients' lives.
About The Role
We are looking for an ambitious and motivated individual to join our Financial Planner Academy as a Trainee Financial Planner.
This is an excellent opportunity for a graduate or career changer looking to build a long-term career in financial planning. Through a structured development programme, you will gain hands-on experience across all areas of the business whilst working towards becoming a qualified Financial Planner.
You'll work alongside experienced advisers and support teams, learning how to deliver outstanding client service, build meaningful client relationships, and develop financial planning recommendations that help clients achieve their goals.
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This is not simply an administration role. It is the first step in a supported career pathway designed to help you progress into a client-facing Financial Planner position over time.
What You'll Be Doing:
- Supporting Financial Planners in the preparation of client meetings and recommendations
- Assisting with research, report preparation, and financial planning analysis
- Building knowledge of investments, pensions, protection, retirement planning, and estate planning
- Learning how to create personalized financial plans based on clients' goals and circumstances
- Attending client meetings and gradually developing your understanding of the advice process
- Working closely with our Client Servicing and Operations teams to ensure an exceptional client experience
- Studying towards professional financial planning qualifications with full support from the business
- Developing the technical and interpersonal skills required to become a successful Financial Planner
What We're Looking For:
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- A graduate or someone looking to build a professional career in financial planning
- A genuine interest in personal finance, investments, and helping people achieve their goals
- Strong communication and relationship-building skills
- Excellent attention to detail and organizational ability
- Analytical and problem-solving skills
- A positive attitude and willingness to learn
- A collaborative approach and desire to contribute to a team environment
- A commitment to professional development and studying towards industry qualifications
What We Offer:
- A structured career path through our Financial Planner Academy
- Mentoring and support from experienced Financial Planners
- Funding and support for professional qualifications
- Hands-on experience within a Chartered Financial Planning Practice
- A supportive and collaborative team environment
- The opportunity to build a rewarding long-term career helping clients achieve financial security and peace of mind
If you're ambitious, motivated, and looking for a career rather than just a job, we'd love to hear from you.
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