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31 Jan 2019

Graduates who wish to pursue a career in a busy financial planning department whilst studying for a financial services qualification are invited to apply for our two-year structured training programme, which commences in September.

All trainees are provided with the opportunity for technical and personal development through comprehensive in-house training and external examination-based tuition.

They will be responsible for assisting the financial planning team with various duties including fund performance analysis, liaising with providers and drafting suitability reports. Alongside the day to day duties the candidate would also be studying the Diploma in Regulated Financial Planning. Upon successful completion of the Diploma, they can move on to study towards the Advanced Diploma in Financial Planning with a view to ultimately becoming a Chartered Financial Planner.

Academic achievement is only the starting point. We aim to recruit people who have demonstrated an ability and a willingness to accept responsibility, because they will be expected to do so as trainees; who are able to convince us that they possess common sense and good judgment; who are high achievers outside purely academic matters, with a range of extra-curricular interests which make them interesting as people; who have an outgoing personality with an ability to think and do things for themselves, a desire to participate and a ready ability to communicate; and for whom coming to work each day is enjoyable, but who realise that there is more to life than just work.

As well as offering the opportunity to work for an expanding and reputable firm, trainees are offered the following:

  • Full training, sponsorship and support for professional study
  • Study leave
  • Career progression
  • Competitive salary
  • Company pension scheme
  • Death in service benefit
  • Childcare vouchers
  • Flexi hours
  • Season ticket loan
  • Bike scheme
  • Employee assistance programme

We want to make you aware that you will need to upload your CV and a covering letter as part of the application process. Applications will be reviewed after the closing date at which point you will receive an update providing an update on the status of your application. Please do not send your application via email.

  • Area of Specialism: Corporate Finance, Other
  • Degree Result Required: 2:2
  • Location: London
  • Salary: Competitive
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