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Financial Planning Graduate
The Private Office (TPO). Complete a three-year rotational graduate scheme across key areas of the financial planning journey .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial planning capabilities, including the ability to produce financial planning reports, conduct research on financial products, and support client recommendations. Possesses excellent communication, organisational skills, and a proactive approach essential for a client-facing advisory role.
Highest-signal resume keywords
Financial PlanningClient RecommendationsFinancial ReportingResearch SkillsInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningTax PlanningCompliance RequirementsInvestment ManagementParaplanning
Soft Skills
Excellent CommunicationOrganisational AbilityAttention to DetailProactive MindsetCollaborative Mindset
Industry Keywords
Wealth ManagementFinancial AdviserChartered StatusClient ContactAdviser Support
About the role
Key responsibilities & impact- Complete a three-year rotational graduate scheme across key areas of the financial planning journey
- Gain hands-on experience from initial client contact through technical planning and adviser support
- Rotate through paraplanning and advice team functions
- Produce financial planning reports
- Research financial products, tax planning and compliance requirements
- Help construct tailored client recommendations
- Shadow and support a Financial Planner on real client cases
- Contribute to financial plans and investment management
- Develop technical, interpersonal and commercial skills for a client-facing advisory role
- Work with mentors, experienced colleagues and graduate peers
- Progress toward a Financial Planning Executive role or another suitable opportunity after successful completion
- Work toward a future Financial Adviser role and Chartered status or alternative pathways
Requirements
What you’ll need- At least a 2:1 degree in any subject
- Genuine interest in a career in financial planning and wealth management
- Excellent communication and interpersonal skills
- Strong organisational ability and attention to detail
- Proactive and collaborative mindset
- Willingness to travel between the Leeds and London offices when needed
Benefits
Comp & perks- Company discretionary bonus scheme
- Full-time hours: 35 per week, Monday to Friday, 9:00am–5:00pm, with 1 hour for lunch
- 24 holidays, increasing to 26
- 2 additional paid days during the Christmas shutdown period
- Private Healthcare after qualifying period
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications
- Structured development programme, including cohort training sessions
- Mentoring from senior colleagues
- Buddy support from previous graduates
- Exposure to different departments and career paths
- Internal networking opportunities
- Support towards Chartered status or alternative career routes