Financial Planning Graduate

targetjobs UK; Leeds; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in financial planning is offering a Graduate Programme designed to develop aspiring Chartered Financial Planners. This 3-year rotational scheme provides hands-on experience across key areas such as client delivery and paraplanning, and prepares graduates for a successful career in financial advisory roles.

Benefits

Company discretionary bonus scheme

Private Healthcare

Life Assurance

Group Income Protection

Bike to Work Scheme

Wellbeing programme

24 holidays (increasing to 26)

Full support with professional qualifications

Qualifications

• Strong academic background (2:1 degree minimum).
• Genuine interest in financial planning and wealth management.
• Willingness to travel between Leeds and London.

Responsibilities

• Rotate through client delivery, paraplanning, and advisory support.
• Engage with clients and produce financial planning reports.
• Support senior financial planners in client cases.

Skills

Communication

Interpersonal skills

Organisational ability

Attention to detail

Collaborative mindset

Education

At least a 2:1 degree in any subject

Job description

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, you’ll gain exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationships with our clients and help them to achieve their goals through financial planning and wealth management at the highest level.

An example of the rotations…

Client Delivery / Lead Team

You will work at the heart of our client operations team. You’ll support the onboarding of new clients, assist with the processing of new business, and engage directly with clients to ensure a smooth and professional experience. This rotation is all about developing your communication skills, attention to detail, and understanding of how we deliver exceptional service. Ultimately, this rotation will teach you the mechanics of what it takes to be a great adviser.

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
  
  

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 shutdown 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