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- Tasks: Engage with clients, create financial plans, and deliver presentations.
- Company: Join a dynamic firm specialising in Financial Planning and Investment Management for high-net worth clients.
- Benefits: Enjoy paid study leave, exam fees covered, and professional development opportunities.
- Why this job: Build lasting relationships while gaining valuable experience in a supportive team environment.
- Qualifications: Must have a 2.1 degree or equivalent and strong GCSE results in Maths and English.
- Other info: No prior experience needed; just bring your enthusiasm and problem-solving skills!
The predicted salary is between 28800 - 48000 £ per year.
As a Financial Planning Graduate you will have the opportunity to be involved in a range of work for individuals or families; designing and delivering presentations, building financial plans, developing a strategy, creating reports and advising on and managing investment portfolios. Whatever the challenge, you will build lasting relationships with your clients, colleagues and other teams within the firm.
The Financial Planning team consists of 18 people, including 3 partners, who work closely with high-net worth clients that may have assets all over the world but are UK resident, offering them Financial Planning and Investment Management advice. Alongside this, we offer more specialist services including Employee Benefits and Investment Consulting for charities and corporates.
Key aspects to the role include:
- Working on a portfolio of clients within the Financial Planning Team.
- Assisting with the preparation of reports and research for meetings and advice to clients.
- Considering planning opportunities as they arise and produce suggestions for the consideration of senior team members.
- Recommending improvements to clients’ records, systems and practices and assist as and when needed.
- Organising and running every assignment as effectively and efficiently as possible to the firm’s standards and to ensure effective completion before review by senior team members.
Training Provided
New joiners in this team have the opportunity to study towards the RQF level 4 Regulated Diploma in Financial Planning. The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical / advisory skills. The training consists of private study and regular exams as well as on-the-job-training, building not only on your technical skills but also on your personal and professional development. You will have paid study leave to support you in the run up to exams and all course and exam fees are paid for.
You are the right person for the role if:
- You are a graduate with an enquiring mind and a sociable disposition, a problem solver with high standards, who thrives in a meritocracy.
- You are able to build meaningful, collaborative relationships with both clients and team members.
- You are keen to take ownership from an early stage and are committed to providing excellent client service at all times.
- You are a strong multitasker with the ability to prioritise your time to studying and working simultaneously.
No previous experience is required for our trainee roles, but to apply you will need to have:
- Or expect to obtain a 2.1 degree in any discipline, or equivalent.
- A minimum of 120 UCAS Tariff points from your top 3 A-levels, or equivalent (300 using the old tariff).
- A minimum of Level 6 (B grade using the old system) in GCSE Maths and English Language, or equivalent.
- The right to work in the UK without restrictions for the duration of the training contract.
Please note we do not accept General Studies or applications from part-qualified applicants.
Contact Detail:
Buzzacott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Planning Consultant (September 2025)
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops to meet people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment management. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss how you can contribute to building relationships with clients. Think of examples from your past experiences where you've successfully collaborated with others or provided excellent service.
✨Tip Number 4
Showcase your problem-solving skills by preparing for case study scenarios that may be presented during the interview process. Practice articulating your thought process and solutions clearly.
We think you need these skills to ace Graduate Financial Planning Consultant (September 2025)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Financial Planning Graduate. Emphasise any coursework, projects, or extracurricular activities that demonstrate your analytical abilities and teamwork.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for financial planning and your understanding of the role. Mention specific aspects of the job description that excite you and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Clearly state your academic achievements, especially your degree and A-level results. If you have any additional qualifications or certifications related to finance, be sure to include them as well.
Showcase Soft Skills: In your application, emphasise your interpersonal skills and ability to build relationships, as these are crucial for the role. Provide examples of how you've successfully collaborated with others in past experiences.
How to prepare for a job interview at Buzzacott
✨Research the Company
Before your interview, take some time to research the company and its Financial Planning team. Understand their services, values, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Technical Questions
Although no previous experience is required, be ready to discuss basic financial concepts and principles. Brush up on investment strategies and financial planning terminology to demonstrate your enthusiasm and readiness to learn.
✨Showcase Your Problem-Solving Skills
During the interview, highlight examples from your academic or personal experiences where you've successfully solved problems. This will illustrate your ability to think critically and approach challenges effectively, which is crucial in financial planning.
✨Emphasise Relationship-Building Abilities
Since the role involves building relationships with clients and colleagues, be prepared to discuss how you have successfully collaborated with others in the past. Share specific examples that showcase your sociable disposition and teamwork skills.
