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- Tasks: Assist clients with financial planning and deliver high-quality professional services.
- Company: Join Buzzacott, a growing independent professional services firm in London.
- Benefits: Paid study leave, mentorship, and incremental salary increases as you progress.
- Why this job: Gain hands-on experience while studying for professional qualifications in financial planning.
- Qualifications: 2.1 degree, 120 UCAS points, and strong communication skills required.
- Other info: Supportive team environment with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
About Us
Buzzacott is a passionately independent and growing professional services firm. We are based in the City of London, with a satellite office in Hong Kong. We are partner led and focused on people – our team and our clients. We combine market leading sector expertise and excellent service capability to provide exceptional service in our chosen markets.
Team Overview
We are a trusted team of approximately 20 people, including 3 Partners, who work closely with clients that have assets all over the world but are UK resident. Each of their goals is different but overall, they are seeking solutions for either wealth accumulation or preservation. You will have the opportunity to work on a range of projects from creating and delivering presentations, building a cash flow planning model to reviewing an investment portfolio. Whatever the challenge, you will build lasting relationships with your clients and colleagues in different teams around the firm. The team has a training ethos with a focus on taking on graduates who want to build a career in financial planning. This role is due to commence in September 2026.
The Role
In this role, you will be working on a portfolio of private clients, assisting with the delivery of financial planning advice, delivering high quality, professional services to clients at all times, and assisting with administrative and support responsibilities within the Financial Planning Team. In addition, you will study towards the RQF level 4 Regulated Diploma in Financial Planning before completing the level 6 Advanced Diploma. Studying towards these professional qualifications, as well as learning from our team of specialists on a daily basis, ensures you are well equipped with the knowledge to help advance you through your career. Training consists of a combination of courses at the tutors' offices, private study and regular exams, as well as on-the-job training. You will have paid study leave to support you in the run up to exams and all course and exam fees are paid for.
What’s In It For You
We go above and beyond for our clients, but also for you. We have a genuine commitment to your development, offering you a closely supported and structured programme of tuition, provided by a top firm of external tutors. Internally, you’ll be supported by a manager who will act as your mentor, a trainee buddy, partners, senior staff and a dedicated Learning & Development team. As you progress through your training you will receive incremental salary increases as you hit various milestones in your qualification.
What You’ll Be Doing
- 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.
What We’re Looking For
- 2.1 Degree.
- 120 UCAS tariff points, or equivalent from 3 A-levels.
- Level 6 (B grade using the old system) in GCSE Maths and English Language, or equivalent.
- MS Office Suite (Word, Excel, PowerPoint, Outlook).
- 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.
What You’ll Bring
- Excellent interpersonal skills in order to interact professionally with internal and external clients.
- Excellent verbal and written communication skills.
- Able to prioritise workload and be self-sufficient; multi-tasker; problem solving skills.
- Displays ethical judgement.
Why Buzzacott?
We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients. At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit.
Financial Planning Consultant, Graduate (September 2026) in London employer: Buzzacott
Contact Detail:
Buzzacott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Consultant, Graduate (September 2026) in London
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or connections in the financial planning field. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching Buzzacott and its values. Show us you understand our commitment to client relationships and how you can contribute to our team’s success.
✨Tip Number 3
Practice your presentation skills! You might be asked to present your ideas during interviews, so being able to communicate clearly and confidently will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows us you’re serious about joining the Buzzacott family.
We think you need these skills to ace Financial Planning Consultant, Graduate (September 2026) in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re genuinely excited about the opportunity to work with clients and help them achieve their financial goals.
Tailor Your CV: Make sure your CV is tailored to the role. Highlight relevant experiences, skills, and qualifications that align with what we’re looking for. This shows us that you’ve done your homework and understand what it takes to succeed in this position.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for Buzzacott. Use it to explain how your background and aspirations align with our values and the role. Keep it concise but impactful!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at Buzzacott
✨Know Your Numbers
Brush up on your financial knowledge, especially around cash flow planning and investment portfolios. Being able to discuss these topics confidently will show that you're serious about the role and understand the core responsibilities.
✨Showcase Your Interpersonal Skills
Since this role involves working closely with clients, practice articulating your interpersonal skills. Think of examples where you've successfully communicated or built relationships, as this will demonstrate your fit for the team-oriented culture at Buzzacott.
✨Prepare Thoughtful Questions
Have a few insightful questions ready about the firm’s approach to financial planning or the training programme. This not only shows your interest but also helps you gauge if Buzzacott is the right fit for you.
✨Demonstrate Your Problem-Solving Skills
Be ready to discuss how you've tackled challenges in the past. Whether it's academic projects or work experience, showcasing your problem-solving abilities will resonate well with the firm's focus on delivering high-quality services.
