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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