Financial Planning Graduate

The Private Office LLP; London; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading firm in financial planning is offering a unique Graduate Programme designed to fast-track your development through hands-on experience in various roles. Over three years, you will work in rotations, gaining exposure to client delivery, paraplanning, and advisory roles. This program supports your journey toward becoming a Chartered Financial Planner, with mentoring and structured training. Ideal candidates are graduates with strong communication skills and a keen interest in financial planning.

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

Qualifications

• Strong academic background (at least a 2:1 degree in any subject).
• Genuine interest in a career in financial planning and wealth management.

Responsibilities

• Support onboarding of new clients and assist with processing new business.
• Produce financial planning reports and help construct tailored client recommendations.
• Shadow and support a Financial Planner on real client cases.

Skills

Communication

Organisational Ability

Attention to Detail

Proactive Mindset

Collaborative Mindset

Education

2:1 Degree

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.

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 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