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Financial planning graduate role - West Midlands

Financial planning graduate role - West Midlands Many of you want a career in wealth management, and yet it can be tricky to find the right role for you. 

If you want to work in a Chartered Financial Planning business, and have support from day one through to your own Chartered Financial Planner status, here is the ideal opportunity. 

Capelin Financial Management is based in Solihull, on the outskirts of Birmingham.

It is recruiting a graduate in to its small but highly-successful business.


Your challenge will be to provide administrative and financial planning support so that its Chartered Financial Planners and colleagues are organised, informed and prepared to perform effectively. 

Capelin Financial Management has demanding professional standards within a highly supportive training environment. Your contribution to the business will be critical. You will be recognised for your achievements, initiative and commitment via a competitive training salary and performance-related bonuses based on your personal and professional development. 

You will be expected to qualify as a Chartered Financial Planner, thereby opening up a wide range of career opportunities in this exciting profession.

Essential Skills
  • You have a pro-active and positive nature combined with excellent communication skills
  • You are time focused and have thoroughness in accomplishing a task
  • You demonstrate the ability to clearly express ideas, thoughts, and concepts in writing, using correct and appropriate grammar, organisation and structure
  • You also enjoy working with data
  • You establish rapport with people easily
  • You have well-developed skills in computer software, especially MS Office
  • You achieve agreed outcomes working to demanding deadlines, and equally, you enjoy working within a high achieving and committed team
  • You are a natural forward planner who is flexible and will objectively reflect on your own performance, constantly striving to implement improvements
  • You excel under pressure through your ability to prioritise and manage a variety of projects.

Apply immediately with your CV and covering letter to the Managing Director:

Strictly Personal
Mr Derek Capelin FCII FPFS CFP, Chartered Financial Planner.
Capelin Financial Management Limited
2 Thimble Lane
1678 High Street
West Midlands B93 0LY

Or you can email

Apply as soon as you can - the deadline is Friday 30 June although this can be brought forward if the business receives a high number of applicants. 

Good luck!
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