Graduate Financial Planning Programme 2026
Location: Northwich, Cheshire
Salary £25,000 per annum
Start Date: 21 September 2026
Job Type: Full-time / Permanent / Office based / Monday-Friday
Build a career that makes a difference.
Are you looking for more than just your first graduate job?
At Oakmere Wealth, we believe financial planning is about far more than money. It's about helping people make confident decisions, achieve their goals and live the lives they've worked hard to build.
Our Graduate Financial Planning Programme has been carefully designed to develop the next generation of exceptional financial planning professionals.
Over four years, you'll combine professional qualifications with real client experience, structured mentoring and hands-on learning, following a clear pathway towards becoming a Chartered Financial Planner.
If you're ambitious, curious and passionate about helping people, we'd love to hear from you.
About the Programme
Our Graduate Financial Planning Programme provides the perfect balance between professional study and practical experience.
Throughout the programme you'll:
- Work towards Chartered Financial Planner status.
- Learn directly from experienced Chartered Financial Planners.
- Observe client meetings.
- Build technical knowledge across pensions, investments, tax, trusts and estate planning.
- Learn how professional financial planning recommendations are developed.
- Support Financial Planners in delivering an exceptional client experience.
- Develop confidence through structured learning, coaching and mentoring.
Every stage of your development is supported through regular reviews, technical coaching and dedicated mentoring.
What You'll Be Doing
No two days are ever the same. During the programme you'll gain experience across every aspect of financial planning, including:
- Supporting client meetings.
- Preparing meeting documentation.
- Pension and investment research.
- Cashflow modelling.
- Estate and trust planning.
- Tax planning.
- Financial planning software.
- Client relationship management.
- Regulatory and compliance requirements.
- Supporting the delivery of outstanding client service.
As your knowledge and confidence grow, so will your responsibilities.
What we'll Invest in You
We're committed to helping you become the very best financial planning professional you can be.
You'll receive:
- Full funding for all CII professional qualifications.
- Paid study leave.
- Structured learning and development.
- Dedicated one-to-one mentoring.
- Quarterly development reviews.
- Technical coaching from experienced professionals.
- Real client exposure from the start of your career.
- Professional subscriptions.
- Continuous learning opportunities.
- A supportive, collaborative team environment.
Your Career with Oakmere
This programme is designed to build long-term careers.
You'll join Oakmere Wealth as an Adviser Assistant, working alongside our experienced Financial Planners.
As your knowledge, experience and confidence develop, you'll have the opportunity to progress into a Financial Planner role, with further opportunities to develop into senior financial planning and leadership positions as Oakmere Wealth continues to grow.
Who We're Looking For
We're looking for graduates who are curious, ambitious and genuinely passionate about helping people.
Previous financial services experience isn't required. What matters most is your attitude, willingness to learn and commitment to developing a professional career.
You'll ideally:
- Enjoy learning and continuous development.
- Build relationships easily and communicate with confidence.
- Have excellent attention to detail.
- Enjoy solving problems.
- Take pride in producing high-quality work.
- Share our L.E.A.D. values (Lead with people first, Empowering, Authentic & Dynamic)
- Be committed to building a long-term career in financial planning.
How to Apply
To apply, please submit:
- Your CV
- A covering letter explaining why you'd like to join Oakmere Wealth and what attracts you to a career in financial planning.
Applications must be submitted via Indeed or emailed directly to our Operations & Finance Manager Amy Collins at [email protected].
Closing date for applications: Friday 7th August 2026
Recruitment agencies: Thank you for your interest; however, we are not engaging recruitment agencies for this vacancy. Please refrain from contacting us or submitting unsolicited CVs
Oakmere Wealth is committed to fostering an inclusive, diverse and equitable workplace. We welcome applications from individuals of all backgrounds and are proud to be an equal opportunities employer.
Pay: £25,000.00 per year
Benefits:
- Financial planning services
- Free flu jabs
- Health & wellbeing programme
- On-site parking
Application question(s):
- Please upload a cover letter
Education:
Work Location: In person
