CII Financial Planning Consultant, Graduate (September 2027)

Team Overview We are a trusted team of approximately 20 people, including 2 Partners, who work closely with clients that have assets all over the world but are UK resident. Each of their goals is different but overall, they are seeking solutions for either wealth accumulation or preservation. You will have the opportunity to work on a range of projects from creating and delivering presentations, building a cash flow planning model to reviewing an investment portfolio. Whatever the challenge, yo…