Wealth Planning School Leaver Programme

**PROGRAMME OVERVIEW**

Are you in your final year of sixth form or college looking to kick-start your career within financial services?

Our school leaver programme is designed by industry experts to get your career in Wealth Planning off to the best start. Alongside invaluable practical experience, we will provide you with the opportunity to develop the knowledge, skills and qualifications you need to become a Chartered Financial Planner.

This is a structured, 4-year programme, beginning in a Client Service Executive position, and progressing to a Paraplanner position upon completion of the required exams.

We will provide financial support for exam costs and training workshops, providing both structure and time off to study. You will be supported and paired with an experienced mentor throughout the duration of the programme, and also have access to work shadowing opportunities.

**Client Service Executive**

The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.
- Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
- Preparing meeting packs, annual review packs and valuations for client appointments
- Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
- Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

**Paraplanner**

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.
- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client’s needs.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser.

**_
Please note this job description is a guide and current duties of the job can be varied from time to time. The job holder may be expected to carry out duties as requested that are deemed to be within their capabilities._**

**We would love to hear from you if you are**:

- Final year in sixth form/college with predicted grade requirements of ABB, or have no more than one year out of formal education having achieved these grade requirements.
- Keen interest in learning about financial services
- Strong communication and interpersonal skills
- Excellent time-management and organisational skills
- Self-motivated, proactive and able to use your initiative
- Willingness to learn
- Inquisitive
- Team player
- Excellent attention to detail
- Proficient in Microsoft Office

**Recruitment Process**
- Applications close on 9th January 2026
- Application screening
- Initial call with Talent Team
- Assessment centre - 12th March 2026

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

**_ #LI-EM1 #LI-SY1 #LI-JJ1_**

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in al