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�? Full Study Support | 5-Year Career Plan | Bonuses | Hybrid Working
This isn’t just a job — it’s a launchpad for your future.
If you’re a recent graduate with a passion for finance, a commitment to helping people, and a desire to build a long-term career in wealth management, this could be the opportunity you’ve been waiting for.
Join a well-established, respected financial planning firm that is offering a comprehensive five-year training programme designed to transform ambitious graduates into confident, qualified Financial Advisers.
?? Your Career Pathway at a Glance:
?? Year 1: IFA AdministratorLearn the foundations — admin, client care, financial systems, and begin your CISI Level 4 Diploma (fully funded).
?? Year 2: Technical AdministratorTake on more technical tasks, begin research work, and deepen your product knowledge.
?? Year 3: Trainee ParaplannerWrite reports, attend client meetings, and prepare for final Diploma exams. Bonus paid on completion.
?? Year 4: ParaplannerHandle technical cases, start cashflow modelling, and begin Level 6 Chartered studies.
?? Year 5: Trainee Adviser ? Qualified AdviserAdvise clients under supervision, gradually build your own portfolio, and transition to full Financial Planner status.
�? Why Choose This Career Path?
? Structured development - Follow a clear and achievable 5-year plan? Full study support - All exams funded, time off to study, and rewards for success? Mentoring from Chartered Advisers - Learn from the best in the business? Pay rises at every key milestone - Earn more as you grow? Client exposure early on - Gain real experience with real people? Long-term opportunity - A career, not just a role
?? What We’re Looking For:
- A graduate in Finance, Economics, Business, Banking, Mathematics or similar
- Ambition to build a career in private wealth management
- Excellent communication and organisational skills
- Based near Reading/Wokingham and able to commute as needed
- A people-person with a genuine interest in helping others plan their financial future
?? Rewards & Benefits:
- Starting salary: £28,000-£32,000
- Annual performance bonus
- 25 days holiday + birthday off (plus 3-day Christmas closure)
- 6% company pension contribution
- Death in service: 4x salary
- Hybrid working options available after initial training period
�? A Career with Purpose
This is a rare opportunity to join a firm that doesn’t just want employees — it invests in future advisers. You’ll be part of a team that values integrity, collaboration, and professional excellence, with a clear path to becoming a fully qualified, Chartered Financial Planner.
To apply, please send a copy of your CV and contact details to Ryan at Financial Divisions
