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Financial Planning Graduate

theprivateoffice.com Logo

The Private Office

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Location:
United Kingdom , Leeds

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

This 3-year rotational graduate scheme is designed to fast-track development towards becoming a Chartered Financial Planner. It provides hands-on experience across key areas of the financial planning journey, including rotations in paraplanning and the advice team, with the goal of progressing into a Financial Adviser role.

Job Responsibility:

  • Rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams
  • Build technical knowledge in a more analytical and research-driven role
  • Work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations
  • Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management

Requirements:

  • 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
What we offer:
  • Company discretionary bonus scheme
  • 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

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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