Financial Planning Graduate Trainee

Bury St Edmunds
£16,000 - £18,000 per annum
19 Sep 2017
19 Oct 2017
Contract Type
Graduate, Permanent
Full Time

This position is based in the financial planning department of our office based at Langton Place in Bury St Edmunds. It is initially a two-year structured training programme combining on the job training with the professional exam qualification you will need to develop your career in financial planning. All your exam costs and study support will be covered by us in addition to your salary.

You will initially study the CII (Chartered Insurance Institute) Diploma in Regulated Financial Planning further details on which can be found at This initial qualification involves the following 6 exams:

  • (R01) Financial services, regulation and ethics;
  • (R02) Investment principles and risk;
  • (R03) Personal taxation;
  • (R04) Pensions and retirement planning;
  • (R05) Financial protection; and
  • (R06) Financial planning practice.

Once you have completed the diploma you can continue with further studies with the CII such as going on to becoming a fully qualified Chartered Financial Planner. Alternatively, you could go on to study with other examining bodies such as the CISI (Chartered Institute for Securities & Investments) Chartered Wealth Manager Qualification. Again, we will pay for further qualifications in addition to your salary.


  • The role of a Financial Planning Graduate Trainee involves a wide variety of activities.
  • Not only must the candidate demonstrate strong analytical skills, but they must also demonstrate attention to detail, problem solving and good administrative skills.
  • Computer literacy and good communication are also important. The person appointed to this role will be provided with training and mentoring from senior team members.
  • Gaining a strong understanding of the financial services industry and the process of providing people with financial advice.
  • From day one you will be working on real client cases learning all about pensions, investments and insurance products.
  • Contacting product providers to gather detailed information about clients’ financial products.
  • Inputting information on to specialist financial planning software and using sophisticated research tools to help paraplanners and advisers provide clients with high quality financial advice.
  • Supporting paraplanners and advisers in requesting quotes, completing application forms and dealing with any communications on your client cases.
  • Liaising directly with clients and product providers on a variety of financial issues.
  • Assisting advisers with meeting preparation and undertaking reviews of clients’ investment portfolios.
  • Placing trades on client portfolios on various investment and trading platforms.
  • In your second year, you will begin to research financial products, start making recommendations to clients and write basic reports.

About You

  • Have achieved or be expected to achieve at least a 2:2 in their chosen degree.
  • Have a real interest in financial services and show a desire to learn about investments and the financial advice process.
  • Be interested in pursuing a career in the financial services industry.
  • Demonstrate the ability to manage their own time effectively and work to deadlines.
  • Have the ability to communicate effectively with other team members and work well in a team as a whole.
  • Have great attention to detail.


  • A competitive starting salary of £16,000 - £18,000.
  • 22 days holiday (excluding bank holidays).
  • Matching employer pension contributions up to 6% of salary.
  • Salary sacrifice available for pension contributions.
  • Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age.
  • Private health insurance – individual cover paid for.
  • Paid study leave.
  • All professional exams, study books, revision courses and resources paid for (at the first attempt).
  • Up to two professional subscriptions paid for.
  • Encouragement to develop and learn by attending training courses and CPD events.
  • Employee assistance programme.
  • Length of service recognition.
  • Social events paid for or subsidised by the firm.