Not specified; compyny discretionary bonus scheme;...
On-site
Strong academic background with 2:1 degree
Excellent communication and interpersonal skills
Strong organisational ability and attention to detail
The Private Office Ltd is seeking a Financial Planning Graduate for a 3-year rotational program aimed at developing future Chartered Financial Planners. This position offers hands-on experience across various areas of financial planning, supported by mentorship and training opportunities
Job Summary
This 3-year rotational scheme provides hands-on experience across key areas of the financial planning journey from initial client contact to technical planning.
Candidates will receive full support towards completing the Level 4 Diploma in Regulated Financial Planning (CII) and progress towards Chartered status.
The role offers a comprehensive understanding of the advice journey with benefits including private healthcare, life assurance, and a structured development programme.
Matching Summary
Match Score: 85
The Private Office Ltd is seeking a Financial Planning Graduate for a 3-year rotational program aimed at developing future Chartered Financial Planners. This position offers hands-on experience across various areas of financial planning, supported by mentorship and training opportunities.
Salary
Not specified; Company discretionary bonus scheme; Full time hours (35 per week)
Skills & Requirements
Must-have
Strong academic background with 2:1 degree
Excellent communication and interpersonal skills
Strong organisational ability and attention to detail
Willingness to travel between Leeds and London offices
Nice-to-have
Proactive and collaborative mindset
Genuine interest in financial planning career
Ability to work in real client-facing roles
Key Requirements
At least a 2:1 degree in any subject
Completion of Level 4 Diploma in Regulated Financial Planning (CII)
Willingness to travel between Leeds and London offices