Graduate Financial Planner (Trainee Programme

Build your career as a Chartered Financial Planner

• As a Graduate Financial Planner, you ll become an integral part of our team, supporting the delivery of high-quality financial planning while developing your own knowledge and skills.
• Working directly with the Director and experienced Financial Planners.
• Supporting the preparation of financial planning reports and suitability recommendations.
• Researching pensions, investments, protection and tax planning strategies.
• Liaising with clients, providers and professional connections.
• Preparing documentation for client meetings.
• Attending and shadowing client meetings as your experience develops.
• Helping deliver an exceptional client experience.
• Building your technical knowledge and understanding of holistic financial planning.

• We are committed to investing in your future. From your first day, you ll receive:
• Full funding for your Chartered Insurance Institute (CII) qualifications.
• Paid study leave to support your professional exams.
• One-to-one mentoring from the Director.
• A structured personal development plan.
• Regular feedback and career development reviews.
• Increasing responsibility as your knowledge and confidence grow.
• You'll gain practical experience alongside your studies, giving you the skills and confidence to progress towards becoming a Chartered Financial Planner.

• This role is designed as the first step in a long-term professional career.
• A typical progression could be:
• Financial Planning Administrator
• Paraplanner
• Associate Financial Planner
• Financial Planner
• Chartered Financial Planner
• Progression is based on your development, performance and professional qualifications—not simply time served.
• You do need 5 years of financial service experience to qualify as a Chartered Financial Planner.
• We re looking for someone with the drive, curiosity and ambition to become a Chartered Financial Planner.
• This is a unique opportunity to join our growing financial planning practice and learn directly from the Director, gaining hands-on experience from day one.
• You ll receive full funding for your Chartered Insurance Institute (CII) qualifications, paid study leave and structured mentoring as you develop the technical knowledge, professional skills and client relationships needed to become a trusted Financial Planner.
• This isn t simply a graduate job—it's a structured training programme designed to develop the next generation of Chartered Financial Planners.
• If you re looking for a profession where you ll continually learn, develop and make a genuine difference to people s lives, we d love to hear from you.

• This isn t a large corporate graduate scheme where you become one of hundreds of trainees.
• You'll work directly with the Director from day one, gaining exposure to real client meetings, financial planning strategies and professional decision-making.
• You ll receive individual mentoring, fully funded CII qualifications, paid study leave and a structured development programme designed to help you become a Chartered Financial Planner.
• If you re ambitious, eager to learn and looking for a profession rather than just a job, this is an opportunity to build a rewarding long-term career with a firm that is committed to your success.
• We re looking for potential, enthusiasm and the desire to build a successful career.
• A degree (2:1 or above preferred) in any discipline.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High attention to detail.
• A proactive attitude and willingness to learn.
• Strong organisational skills.
• A genuine interest in financial planning and helping clients achieve their goals.
• Previous experience in financial services isn t essential—we ll provide the training and support you need to succeed.

planr financial planning is a modern, client focused financial planning firm committed to giving people clarity and confidence about their financial future. We provide personalised advice across retirement planning, investments, protection, and cashflow modelling — always delivered in a clear, jargon free way. Our culture is open, supportive, and collaborative. We value integrity, empathy, accountability, and continuous learning. As a growing organisation, every team member has a real voice and meaningful impact.

Equality, diversity, and inclusion are central to who we are. We believe everyone deserves fair opportunities, a respectful workplace, and the freedom to be themselves. Diverse perspectives make us stronger and help us deliver better outcomes for our clients.