Financial Planning Graduate

Framework Design Agency

. Manage client data and information, ensuring it is current and accurate .

Posted 10/26/2026full-timeLondon • United KingdomEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client management capabilities, ensuring accurate data handling and exceptional client experiences. Possesses project management skills to effectively balance workload and adapt to changing priorities in a dynamic environment.

Highest-signal resume keywords

Client Data ManagementStrong Communication SkillsProject Management SkillsAttention to DetailWealth Management Interest

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ProcessingNumerical AnalysisClient EngagementMeeting CoordinationWorkload Prioritization

Soft Skills

Proactive AttitudeAdaptabilityRapport BuildingMultitaskingTeam Collaboration

Industry Keywords

Client ServicesFinancial PlanningExceptional Client ExperienceDynamic EnvironmentBusiness-Related Subject

About the role

Key responsibilities & impact

Manage client data and information, ensuring it is current and accurate
Communicate and interact regularly with clients and internal teams
Administer engagement of new clients and servicing of existing clients
Help prepare, coordinate and follow up for client meetings
Manage a varied workload
Ensure an overall excellent client experience
Work as a full-time Client Services Assistant while developing a career in financial planning
Attend an Assessment Centre at the East Midlands (Sky View) office on 9 December if successful

Requirements

What you’ll need

Minimum of 3 A Levels or equivalent with grades BBC
Minimum of one A Level in a numerical or business-related subject
Undertaken a degree
Committed and proactive
Project management skills to balance studies and the day job
Attention to detail and passion for numbers
Ability to follow processes and deliver an exceptional client experience
Strong communication skills and ability to build rapport with clients and colleagues
Ability to adapt to changing priorities and work in a dynamic, team-oriented environment
Ability to multitask, process data, chase information and prioritise workload
Interest in Wealth and motivation to learn, develop and contribute

Benefits

Comp & perks

Flexible working - balance home, office and client time in a way that works for you
Generous holiday allowance to recharge and explore
No dress code
Award-winning wellbeing support for physical, mental, financial and emotional wellbeing
Paid volunteering opportunities
Social events, sports clubs and communities
Industry-leading training, professional qualifications and development opportunities
Supportive culture encouraging ideas, challenging thinking and impact from day one
Support toward achieving the Diploma in Regulated Financial Planning