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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 foundational knowledge in financial planning, tax planning, and compliance, while developing client-facing advisory skills through hands-on experience and collaboration with Financial Planners. Progresses toward achieving Chartered status and a Financial Adviser role through structured training and practical application.
Highest-signal resume keywords
Financial PlanningTax PlanningClient CommunicationOrganisational SkillsAttention to Detail
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Planning ReportsTechnical PlanningParaplanningInvestment ManagementClient Recommendations
Soft Skills
Excellent CommunicationInterpersonal SkillsProactive MindsetCollaborative Mindset
Certifications & Qualifications
Chartered Status
Industry Keywords
Financial Planning JourneyWealth ManagementCompliance Requirements
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 placements
- Produce financial planning reports and help construct tailored client recommendations
- Build technical knowledge of financial products, tax planning and compliance requirements
- Shadow and support a Financial Planner on real client cases
- Contribute to the delivery of financial plans and investment management
- Develop skills and knowledge for a client-facing advisory role or alternative pathways
- Progress toward a Financial Planning Executive role or another suitable opportunity after successful completion
- Continue development through the internal Training Academy toward a Financial Adviser role and Chartered status or alternative routes
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 offices in Leeds and London 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 days paid Christmas shut down 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 and buddy support from previous graduates
- Exposure to different departments and career paths within the business
- Support in completing the Level 4 Diploma in Regulated Financial Planning (CII)