Are you a graduate with ambitions to become a Chartered Financial Planner?
Programme Overview
This 3‑year rotational scheme fast‑tracks your development by giving you hands‑on experience across key areas of the financial planning journey. You will work in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across the three years you will gain exposure to the full advice process, from initial client contact through to technical planning and adviser support, providing a comprehensive understanding of how we build lasting relationships and help clients achieve their financial goals.
Initial Rotations
You will rotate through several areas of the business, 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 delivering exceptional outcomes for clients. You will have clear objectives in each placement and the chance to explore where your strengths and interests lie.
Paraplanning
Build your technical knowledge in an analytical, research‑driven role. You’ll work closely with paraplanners and advisers to produce financial planning reports and construct tailored client recommendations. This stage deepens 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 the opportunity to develop 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
Career Progression
Upon successful completion of the programme, you will 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 9.00 am‑5.00 pm (1 hour lunch)
* 24 holidays (increasing to 26), plus 2 additional days paid during the 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 the qualifying period
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