Hays
Chartered Financial Planner

How your CV stacks up
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Your new company
Due to retirement, an exceptional opportunity has arisen within a highly reputable firm of IFAs for a Financial Planner to take over a very high-quality client bank, currently generating in excess of £500k per annum.
Your new role
Providing independent advice across the full range of financial planning tailored to clients' needs, ensuring very high standards of service continue to be delivered. This is an exceptional opportunity to work with long-standing clients with whom very strong working relationships have been built over many years.
What you'll need to succeed
Proven experience as a Financial Planner / IFA, ideally Chartered, excellent client relationship skills, a passion for providing clients with true financial planning in their best interests.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What you'll get in return
Employed role offering 6-figure earnings plus a good benefits package, an exceptional client bank to service and develop, together with a high level of support. This is an excellent opportunity to join a very well run business which will recognise and reward your success.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.


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Desired Skills and Experience
- Chartered Financial Planner
- IFA
- Financial Planner
- Wealth Planner
- Wealth Adviser
- Experienced IFA
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