Cookies — it's your choice

At Bright Network we use cookies and similar technologies to help deliver you the best possible experience. Some are necessary to help our website work properly and can't be switched off, and some are optional but support Bright Network in building and running the service that we provide to you.

Data we store

You can find out more in our privacy policy at any time by going to the link in our footer.

  1. Home
  2. Graduate Jobs
  3. Investment Banking & Asset Management
  4. Financial Adviser Graduate Training Scheme 2022
Lock Applications for this job are now closed
Closing soon

The programme 

The two-year graduate programme is aimed to fast track your career and launch you on the road to becoming a successful Financial Adviser. We are looking for Graduates for our 2022 programme, who will be based in either Leeds or London (with some travel between the two locations).

You will have the opportunity to work alongside industry leaders at our multi award-winning Independent firm. Across the two years you will have the opportunity to work in rotations in Paraplanning, Marketing, Cash Advice and Investment. Each rotation will give you real working experience in that department, and over the course of the 2 years you will be equipped with a deep understanding of how The Private Office works and how you can become a world class Financial Adviser.

As well as the work rotations, you will attend development sessions with your cohort and will be expected to complete a Level 4 Diploma in Regulated Financial Advice (6 exams in total).

Overview

  • You must have a keen interest in becoming a Financial Adviser
  • 2 Year Rotational Programme (Marketing, Investments, Paraplanning Support Associate, Lead Generation & Research)
  • Roles are ‘real roles’ with accountability
  • Mentored throughout the programme
  • Buddied up with a previous successful graduate
  • Build knowledge of the Finance Industry, TPO’s Proposition & our way of working
  • Gain a broad range of experiences to enable accelerated development
  • Complete CII exams to achieve a Diploma Level 4 qualification in Regulated Financial Planning
  • Build relationships with internal stakeholders

Career progression

  • With TPO your learning never stops
  • Following successful completion of the Graduate Programme, all graduates are considered for a Financial Planning Executive (FPE) role with TPO
  • If successful, you will join us on a 12-15 month journey through our FPE Academy, led by Partners Jonathan Ritterband and Julian Frere as well as HR Director Lucie Thornton
  • You will have access to training and development, further qualifications and a host of mentors from our Adviser team as well as overseeing the advice process
  • Following this, you would progress to becoming a Financial Adviser, building up your own client bank and work towards Chartered status

Recruitment process

  • Your application will be reviewed by a member of the HR team
  • If successful, you will be invited to attend the Stage 1 Assessment Centre (date TBC)
  • The successful applicants will start their career with TPO between Summer – October 2022 (dates flexible)