Financial Planning Graduate

Role Overview

• 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 of how we deliver exceptional outcomes for clients.
• Build your technical knowledge in a more analytical and research-driven role.
• Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management.
• Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business.

Requirements

• 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
• Private Healthcare*
• Group Income Protection
• Life Assurance
• Eye Care Scheme
• Wellbeing programme
• Bike to Work Scheme
• Full support with professional qualifications