Graduate Financial Planning: Mentored Rotations & Diploma

Graduate Financial Planning: Mentored Rotations & Diploma

Full-Time 25650 - 31350 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Engage in real financial planning roles and gain hands-on experience.
  • Company: The Private Office LLP, a leader in financial advisory services.
  • Benefits: Mentorship, training, and a clear path to Chartered status.
  • Other info: Rotations between Leeds and London for diverse experiences.
  • Why this job: Fast-track your career in finance with real responsibility and support.
  • Qualifications: Recent graduates with a passion for financial planning.

The predicted salary is between 25650 - 31350 £ per year.

The Private Office LLP offers a three-year Graduate Programme to fast-track your development in financial planning.

From day one you’ll work in real roles with real responsibility, rotating across client-facing advisory tasks and paraplanning to build a full understanding of the advice process.

You’ll gain mentoring, cohort training and clear progression toward Chartered status, with rotations between Leeds and London offices on a full-time basis.

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Graduate Financial Planning: Mentored Rotations & Diploma employer: The Private Office LLP

The Private Office LLP is an exceptional employer that prioritises your professional growth through a structured Graduate Programme, offering hands-on experience in financial planning from the outset. With a supportive work culture that includes mentoring and cohort training, you will have clear pathways to achieve Chartered status while enjoying the vibrant environments of both Leeds and London offices.

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Contact Details:

The Private Office LLP Recruitment Team

We think you need these skills to ace Graduate Financial Planning: Mentored Rotations & Diploma

Client-Facing Advisory Skills
Paraplanning
Financial Planning Knowledge
Mentoring
Cohort Training
Understanding of Advice Process
Adaptability