Financial Planning Grad: Rotational Programme to Charter

The Private Office; City of Westminster; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial planning firm seeks graduates for its rotational program aimed at fast-tracking your development in financial planning. This full-time position offers comprehensive training and a clear pathway to becoming a Chartered Financial Planner. Ideal candidates will possess at least a 2:1 degree and a strong interest in financial planning. Responsibilities include engaging in rotations and working closely with mentors to provide client support.

Qualifications

• Graduates with an interest in pursuing a career in financial planning.
• Strong analytical skills and the ability to engage with clients.

Responsibilities

• Engage in rotations to gain real responsibility.
• Support clients under mentor guidance.
• Participate in training to become a Chartered Financial Planner.

Skills

Interest in financial planning

Strong communication skills

Education

At least a 2:1 degree

Job description

Financial Planning Grad: Rotational Programme to Charter

Posted: 24/11/25

Recruiter: The Private Office LLP

Reference: 3033265609

Type: Permanent

Salary: Competitive

Location: London

Description: A leading financial planning firm in London seeks graduates for its unique program designed to fast-track development in financial planning. You will engage in rotations providing real responsibility, and support from mentors. Candidates should have at least a 2:1 degree and a genuine interest in financial planning. This full-time position includes comprehensive training and opportunities for career progression towards becoming a Chartered Financial Planner.