Graduate Financial Planner

Do you want to launch your career in wealth management

The best financial advice isn't built on spreadsheets alone, it's built on understanding people's lives, ambitions and long-term goals.

As an independent financial planning and investment management firm, we help individuals, families and business owners make confident decisions about their financial future. Our advice is built on trust, integrity and long-term relationships, with a focus on delivering exceptional client outcomes.

As a Graduate Financial Planner, you'll gain first-hand exposure to the complete financial planning process. Working alongside experienced Financial Planners, you'll develop technical expertise in investment management, retirement planning, tax-efficient strategies and wealth preservation while contributing to meaningful work from your first day.

If you're intellectually curious, enjoy solving complex problems and want to build a long-term career in wealth management, we'd love to hear from you.

About the Role

This is an opportunity to learn every stage of the financial advice process while supporting experienced advisers and developing the technical knowledge needed to become a trusted financial planning professional.

You’ll work closely with advisers, paraplanners and clients, gaining practical experience that goes far beyond a traditional graduate role.

What You'll Do

As a Graduate Financial Planner, you'll support advisers throughout the client journey while developing the technical and commercial skills required for a successful career.

Your responsibilities will include:

• Supporting advisers in preparing personalised financial planning and investment recommendations.
• Gathering and analysing client financial information to produce comprehensive net worth statements and cash flow analyses.
• Preparing high-quality client reports, suitability letters and meeting documentation.
• Maintaining accurate client records and ensuring back-office systems are up to date.
• Attending client meetings, taking notes and observing how experienced advisers build trusted relationships.
• Researching financial planning solutions, investment products and market developments.
• Supporting regulatory and compliance activities to maintain the highest professional standards.
• Working collaboratively across the business to deliver an exceptional client experience.
• As your experience grows, you'll take on increasing responsibility and contribute to more complex financial planning work.

Who We're Looking For

• We're looking for exceptional graduates who combine strong academic achievement with curiosity, analytical thinking and a genuine interest in financial planning.
• You'll ideally have:
• A First Class degree (or be on track to achieve one) from a leading UK university.
• A degree in Economics, Finance, Accounting, Mathematics, Engineering or another analytical discipline.
• Strong analytical and numerical skills.
• Excellent written and verbal communication skills.
• Outstanding attention to detail.
• Commercial awareness and an interest in financial markets.
• A proactive attitude and enthusiasm for learning.
• Strong organisational skills and the ability to manage multiple priorities.
• Previous experience in financial services isn't required, we're looking for individuals with the potential, ambition and commitment to build a successful career in wealth management.

What We Offer

• Direct mentoring from experienced Financial Planners.
• Exposure to the full financial planning process from day one.
• A collaborative, supportive and high-performing team environment.
• Meaningful client exposure and real responsibility from the outset.
• Clear opportunities for long-term career progression within a growing independent firm.
• If you're looking for a graduate opportunity where you'll develop quickly, work alongside experienced professionals and make a meaningful contribution from the start, we'd love to hear from you.