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Financial Planner

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About the Role
A well-established independent financial planning firm in North Leicester is keen to engage with an experienced adviser as the business continues to grow. The firm offers whole-of-market advice, with no product bias or corporate ties, and remains focused on delivering long-term outcomes for clients.
Responsibilities
- Work initially from the firm’s North Leicester office to support sign-off requirements, with the potential to adopt a hybrid working model once processes and systems are embedded.
- Advise existing clients and develop new relationships.
- Supported by a paraplanning and admin team.
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.
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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.
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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.
Ideal Candidate
This may appeal to someone who values autonomy, who wants to be part of an independent firm with a strong client-first culture, and who is looking for a clear and rewarding bonus structure linked to both new business and ongoing service.


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Requirements
We are keen to speak with advisers who are confident working with clients across all areas of financial planning and who are seeking a long-term home within a respected, client-led business.
Eligibility
Applicants must have the right to work in the UK. Standard referencing will apply.
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