Graduate Financial Planning Technician

Fiscal Engineers


Start date: September 2021


Working with Fiscal Engineers as our Graduate Trainee will allow you to take the first steps in your career within wealth management. We are a Nottingham-based boutique wealth management company and seek a graduate to join our team.

We will support you to move from your starting role in Administration where you will gain a rich understanding of all that we do, to becoming a fully qualified Financial Planning Technician. You will be exposed to all aspects of the business which will give you the opportunity to build your own bespoke career path with support from your coach.

Throughout the programme, you will have the opportunity to contribute to ongoing projects within our organisation, working on building our own app and using technology to drive process efficiencies throughout our business. Passionate about client care and dedicated to excellence, you have an appetite for learning and personal growth along with a willingness to support and champion others – you are a team player. With a keen eye for detail and possessing a ‘can do / will do attitude’, you instinctively take ownership and want to work with a firm that has the highest possible ethical standards and client expectations that fuel its reputation for being one of the most highly-regarded and respected boutique wealth management firms in the UK.

You will ideally be studying or have finished studying a finance, maths or economics related degree. You want to ‘get on’ and join a family of outstanding professionals in one of the most exciting, progressive and energetic firms to work for with a fully-packed agenda for future growth.

Recognise yourself in the above? Don’t hesitate to get in touch for an informal chat about what a career at Fiscal Engineers could look like for you.

Fiscal Engineers’ benefits:

  • City centre location with car parking provision
  • Generous salary / bonus & profit share scheme
  • Group scheme benefits – pension scheme, death in service & income protection plan
  • Career & personal development pathways
  • Dedicated coaching & learning support
  • Wellbeing support services
  • Generous social budget & team away days
  • Flexible & working from home policies


Expressions of interest are invited. Please write, in no more than 200 words, why you think you’d be the perfect candidate for this role and send to along with your CV.

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