Financial Planning trainees
Join our talent network
Considering a career in Financial Planning?
As a trainee in our Financial Planning team, you’ll work on a range of projects, from creating and delivering presentations, to building cash flow planning models and reviewing investment portfolios. Whatever the challenge, you'll build lasting relationships with your clients and colleagues.
From day one, you’ll get hands on experience across different areas of financial planning and plenty of opportunities to work with clients. One way we make this possible is through our integrated wealth management and advisory service.
Over 36 months, you’ll work towards a Chartered Insurance Institute (CII) qualification with the support of a manager as your mentor and unparalleled access to partners and senior staff. By the end of your contract, you’ll have the qualifications and experience you need to become a financial planner.
We work with a professional training company to deliver and monitor your tuition, which includes on-the-job experience, internal training, regular exams and practice papers.