Financial Planning Graduate

The Private Office Limited; Leeds; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Company discretionary bonus

Private Healthcare

Group Income Protection

Life Assurance

Eye Care Scheme

Wellbeing programme

Bike to Work Scheme

Qualification support

Job summary

The Private Office Limited is offering a three-year Graduate Programme in Leeds, designed to fast-track development through hands-on experience across the financial planning journey. You will rotate through Paraplanning and Advice Team, gaining real responsibilities from day one under mentorship.

You’ll shadow Financial Planners, build client-facing skills, and work towards professional qualifications while exploring different career paths within wealth management.

Qualifications

• Strong academic background with a 2:1 degree or equivalent
• Interest in a career in financial planning and wealth management
• Willingness to travel between Leeds and London when needed

Responsibilities

• Participate in three-year rotations across key areas of financial planning
• Gain exposure to the full advice process from client contact to adviser support
• Shadow and support advisers and contribute to client planning
• Build technical knowledge in financial products, tax planning and compliance

Skills

Excellent communication

Interpersonal skills

Organisational skills

Attention to detail

Team collaboration

Willingness to travel

Education

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 relationship with our clients and help them to achieve their goals through financial planning and wealth management. at the highest level.

Initial rotations

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. You’ll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie.

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 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 qualifying period