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Financial Planning Graduate

theprivateoffice.com Logo

The Private Office

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Location:
United Kingdom , London

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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 by providing hands-on experience across key areas of the financial planning journey. It offers exposure to the full advice process, from initial client contact through to technical planning and adviser support, with the goal of building skills for a client-facing advisory role or alternative pathways within the firm.

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

Work Type:
Hybrid work
Job Link Share:

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