Financial Planning Graduate Trainee - Leeds - September

As a Financial Planning Trainee, this is a career where your work has a direct impact on people's lives. You'll combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, whilst building the skills, qualifications and experience to become a trusted adviser in your own right.

About the Team

Make an impact that lasts a lifetime. Financial planning is about more than numbers. It's about helping clients turn their ambitions into reality. Whether it's planning for retirement, investing for the future or protecting their wealth, you'll combine analytical thinking, problem-solving and people skills to deliver advice that can positively impact lives for generations.

What You'll Work On

• Meeting with clients and supporting conversations that help shape their financial future.
• Building trusted, long-term relationships with individuals and families, supporting them through different stages of life.
• Helping clients achieve goals such as buying a home, planning for retirement, growing wealth and protecting their future.
• Researching investment and financial planning solutions and supporting recommendations tailored to each client's needs.
• Using technology, data and digital tools to analyse information and help clients make informed financial decisions.
• Collaborating with financial planners, tax specialists and wealth experts to deliver a seamless client experience.
• Developing a strong understanding of financial markets, personal finance and the factors that influence client decisions.

Your Development and Benefits

You do not need to be a financial planning expert before you join. We’ll help you build your knowledge through professional study, practical client work and day-to-day support from your team.

• Develop technical knowledge through funded CII study, structured training and study leave.
• Learn in a supportive team, with access to a buddy, mentor and colleagues who will help you settle in.
• Put your learning into practice through real client work and see how your contribution supports clear and valuable outcomes.
• You will benefit from balanced study and client work with structured support, regular check-ins and practical guidance.

If you're looking for a career that combines people, problem-solving and purpose, Financial Planning offers the chance to make a lasting impact while building expertise that will grow with you throughout your career.

Entry Requirements

• GCSE Maths and English Language at Grade 4/C (or equivalent qualifications).
• Achieved a minimum of 112 UCAS tariff points from your top three A Levels, BTECs, Scottish Highers/Advanced Highers, or other recognised Level 3 qualifications.
• Achieved or predicted a 2:1 degree classification (or equivalent).

We know everyone’s circumstances are different. If exceptional circumstances have affected your academic results, we’ll consider the context you provide as part of your application.