Graduate Financial Planner (Trainee Programme)

Job description

Build your career as a Chartered Financial Planner

Are you an ambitious graduate looking to start a rewarding professional career?

What you'll be doing

As a Graduate Financial Planner, you'll become an integral part of our team, supporting the delivery of high-quality financial planning while developing your own knowledge and skills.

Your responsibilities will include:

• Working directly with the Director and experienced Financial Planners.
• Supporting the preparation of financial planning reports and suitability recommendations.
• Researching pensions, investments, protection and tax planning strategies.
• Liaising with clients, providers and professional connections.
• Preparing documentation for client meetings.
• Attending and shadowing client meetings as your experience develops.
• Helping deliver an exceptional client experience.
• Building your technical knowledge and understanding of holistic financial planning.

Your development

We are committed to investing in your future.

From your first day, you'll receive:

• Full funding for your Chartered Insurance Institute (CII) qualifications.
• Paid study leave to support your professional exams.
• One-to-one mentoring from the Director.
• A structured personal development plan.
• Regular feedback and career development reviews.
• Increasing responsibility as your knowledge and confidence grow.

You'll gain practical experience alongside your studies, giving you the skills and confidence to progress towards becoming a Chartered Financial Planner.

Your Career Pathway

This role is designed as the first step in a long-term professional career. A typical progression could be:

• Financial Planning Administrator
• Paraplanner
• Associate Financial Planner
• Financial Planner
• Chartered Financial Planner

Progression is based on your development, performance and professional qualifications—not simply time served. You do need 5 years of financial service experience to qualify as a Chartered Financial Planner.

We're looking for someone with the drive, curiosity and ambition to become a Chartered Financial Planner. This is a unique opportunity to join our growing financial planning practice and learn directly from the Director, gaining hands-on experience from day one.

You'll receive full funding for your Chartered Insurance Institute (CII) qualifications, paid study leave and structured mentoring as you develop the technical knowledge, professional skills and client relationships needed to become a trusted Financial Planner.

This isn't simply a graduate job—it's a structured training programme designed to develop the next generation of Chartered Financial Planners.

If you're looking for a profession where you'll continually learn, develop and make a genuine difference to people's lives, we'd love to hear from you.

Why this opportunity Is different

This isn't a large corporate graduate scheme where you become one of hundreds of trainees.

You'll work directly with the Director from day one, gaining exposure to real client meetings, financial planning strategies and professional decision-making. You'll receive individual mentoring, fully funded CII qualifications, paid study leave and a structured development programme designed to help you become a Chartered Financial Planner.

If you're ambitious, eager to learn and looking for a profession rather than just a job, this is an opportunity to build a rewarding long-term career with a firm that is committed to your success.

What we are looking for

• We're looking for potential, enthusiasm and the desire to build a successful career.
• A degree (2:1 or above preferred) in any discipline.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High attention to detail.
• A proactive attitude and willingness to learn.
• Strong organisational skills.
• A genuine interest in financial planning and helping clients achieve their goals.

Previous experience in financial services isn't essential—we'll provide the training and support you need to succeed.

Accepted degree subjects

Any

Additional job details

How to apply

Click Apply to start your application now. This job will be available on Prospects until 29 August 2026

Don't forget to mention Prospects to employers when you contact them.

Closing date:  29 August 2026