Storeton Rose Financial Planning
Financial Planner

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We're hiring: Financial Planner
We are Storeton Rose Financial Planning, an independent financial planning firm on the Wirral. We are looking for a qualified Financial Planner to join our team. No experience or existing client bank needed, just the right qualification and the right attitude.
You'll work closely with our paraplanning and admin team, and get genuine coaching and support from our Director as you build your experience and your own client relationships.
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 we're looking for:
- Diploma in Regulated Financial Planning (Level 4) or equivalent
- A genuine interest in independent, whole-of-market advice
- Clear communication and a methodical approach
What's on offer:


Get help with your application
Your very own career expert that helps elevate your application to the next level.
- A competitive salary, based on your qualifications and experience
- Hybrid working once you're settled in
- Real support to build your client bank and work towards Chartered status
Based in Higher Bebington on the Wirral. Full time, hybrid.
Sound like you? Send your CV to info@storetonrose.co.uk or drop us a message.
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Jessica, London
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