Wealth Planning School Leaver Programme

Having completed the programme you will be ready to take the next step in your wealth planning career.

Chartered Financial Planner

Should you then wish to explore the prospect of becoming a TrinityBridge Chartered Financial Planner, here are some of their daily responsibilities:

• To plan, implement and build client portfolios in line with their individual requirements and planning goals
• Ongoing development of existing client relationships
• Grow client base in line with agreed individual targets through personal business development, e.g. existing clients, referrals, introductions from professionals
• Develop a collaborative productive relationship with the Business Development Team
• Ensure all periodic client reviews are completed in line with client’s expectations
• Remain compliant (measures include: Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS)
• Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS)
• Work in partnership with team members, sharing best practice and developing client acquisition strategies
• Execute a client centric migration process on an ongoing basis as required

Please note this job description is a guide and current duties of the job can be varied from time to time. The job holder may be expected to carry out duties as requested that are deemed to be within their capabilities.

We would love to hear from you if you are:

• Final year in sixth form/college with predicted grade requirements of ABB, or have no more than one year out of formal education having achieved these grade requirements.
• Keen interest in learning about financial services
• Strong communication and interpersonal skills
• Excellent time-management and organisational skills
• Self-motivated, proactive and able to use your initiative
• Willingness to learn
• Inquisitive
• Team player
• Excellent attention to detail
• Proficient in Microsoft Office

Recruitment Process

• Applications will close on 8th January 2027
• Application screening
• Initial call with our talent acquisition team
• Assessment centre. 17th & 18th March 2027

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. #LI-EM1 #LI-SY1

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com. As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.