Trainee Financial Planning Associate – Excellent Career Prospects.
other jobs Oval Recruit
Added before 6 Days
- England,East of England,Suffolk
- Full Time, Permanent
- £25,000 - £35,000 per annum
Job Description:
Trainee Financial Planning Associate – Excellent Career Prospects.
Woodbridge – Suffolk
£depending on experience
As part of continued growth and development through 2026 an exciting career opportunity has arisen with a niche Wealth Management Firm in their Suffolk office. As specialist Wealth Advisors to HNW & UHNW clients they provide complex, bespoke advice to a range of high-profile individuals & families from the world of sport, music, entertainment & business.
They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will provide you with an opportunity to learn and develop your knowledge, taking on more responsibilities as you progress.
Specific role duties will include –
*Work closely with senior team members, helping develop client relationships, deliver financial strategies which meet the clients’ needs and ensure long term partnerships.
*Conduct extensive research and analysis, in time taking on some paraplanning duties to be able to make valuable contributions and ideas.
*Support the team with technical administrative and client duties.
*Work in a strong team oriented environment where everyone contributes and works towards the best possible servicing of clients’ requirements.
*Develop your networking and relationship management skills. Learn how to build referral relationships and long lasting professional connections.
*Embrace the latest technology and trends.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They are actively looking for an ambitious candidate who has a grounding in financial services or a passion to work in the industry. The aim of the role will be to develop you towards becoming a key member of the advisory team, where you will provide advice to clients.
The company offers flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
For more information please contact Richard Garbett.
Woodbridge – Suffolk
£depending on experience
As part of continued growth and development through 2026 an exciting career opportunity has arisen with a niche Wealth Management Firm in their Suffolk office. As specialist Wealth Advisors to HNW & UHNW clients they provide complex, bespoke advice to a range of high-profile individuals & families from the world of sport, music, entertainment & business.
They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will provide you with an opportunity to learn and develop your knowledge, taking on more responsibilities as you progress.
Specific role duties will include –
*Work closely with senior team members, helping develop client relationships, deliver financial strategies which meet the clients’ needs and ensure long term partnerships.
*Conduct extensive research and analysis, in time taking on some paraplanning duties to be able to make valuable contributions and ideas.
*Support the team with technical administrative and client duties.
*Work in a strong team oriented environment where everyone contributes and works towards the best possible servicing of clients’ requirements.
*Develop your networking and relationship management skills. Learn how to build referral relationships and long lasting professional connections.
*Embrace the latest technology and trends.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They are actively looking for an ambitious candidate who has a grounding in financial services or a passion to work in the industry. The aim of the role will be to develop you towards becoming a key member of the advisory team, where you will provide advice to clients.
The company offers flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
For more information please contact Richard Garbett.
Job number 3332644
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Company Details:
Oval Recruit
From the outset, our aim has been to focus on Pensions, Financial Services and Investment as our core markets and to provide an effective alternative ...