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Financial Planning Graduate
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Financial Planning Graduate
Are you a graduate with ambitions to become a Chartered Financial Planner?
Our Graduate Programme is designed to fast-track your development by giving you hands-on experience across key areas of the financial planning journey.
This 3-year rotational scheme provides a unique opportunity to build the skills, knowledge, and confidence needed to succeed in a client-facing advisory role or discover alternative pathways within our growing and award-winning firm.
Programme Overview
This is not your typical graduate scheme. From day one, you’ll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, gaining exposure to the full advice process, from initial client contact through to technical planning and adviser support.
Initial rotations
You’ll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands-on experience in delivering exceptional outcomes for clients. You’ll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie.
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Paraplanning
Build your technical knowledge in a more analytical and research-driven role. You’ll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning, and compliance requirements.
Advice Team
Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence.
Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order.
What You’ll Gain
- A comprehensive understanding of the advice journey in a real-world setting
- Support in completing the Level 4 Diploma in Regulated Financial Planning (CII)
- Access to a structured development programme, including cohort training sessions
- Mentoring from senior colleagues and buddy support from previous graduates
- Exposure to different departments and career paths within the business
- The chance to build a strong internal network and lasting professional relationships
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Career Progression
Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests.
What We’re Looking For
- A strong academic background (at least a 2:1 degree in any subject)
- A genuine interest in a career in financial planning and wealth management
- Excellent communication and interpersonal skills
- Strong organisational ability and attention to detail
- A proactive and collaborative mindset
- Willingness to travel between offices (Leeds and London) when needed
Benefits
- Company discretionary bonus scheme
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
- Private Healthcare
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications (after qualifying period)
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