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Unividual - route to Chartered Financial Planner


Unividual - route to Chartered Financial Planner Financial planning is an incredibly rewarding role if you want to help people plan for a successful financial future.

Building long-term professional relationships (and friendships) with your clients, understanding their hopes for the future and working with them to make these dreams a reality are an everyday part of this sector. 

Our colleagues at Unividual, based near Bath and Bristol, currently have roles for graduates looking to build a successful career in financial planning, either as a client-facing adviser or a technical specialist. 

Unividual has an academy called Unicademy which will train and support you from day one through to completion of your CII Advanced Diploma in Financial Planning and the achievement of Chartered Financial Planner status, the pinnacle of the profession. 

If you are seeking a high-achieving graduate career in financial planning take a look here at the Unicademy role description, enviable benefits package and professional development roadmap. 

Here are some thoughts from existing Uniacademy members:

Scott Gurd, Chartered Financial Planner and became a financial adviser in 2016:

"Since starting my CII course I have found Unividual to be supportive and always reassuring of my abilities. The amount of on-the-job training that has been offered to me, is unrivalled anywhere else. I could have chosen a graduate role at a large, global organisation and I am so glad that I didn’t. Unividual has supported me through every step of my course, from helping me revise to keeping my spirits high during exam season. All the staff at Unividual have been there for me."


Adam Cockerham, Trainee Financial Planning Assistant, part-completed CII Diploma in Regulated Financial Planning

"Once I understood my passion for the financial markets and the desire to make a real positive difference in people’s lives, I joined Unividual. It’s rare to find a forward-thinking and adaptable working environment where the only person in control of what you can achieve is yourself."

Aimee Marshall, Financial Planning Assistant, completed CII Diploma and working towards CII Advanced Diploma

"We work hard, learn every day, grow as a team, achieve our goals and enjoy the rewards. It’s like one big family.”

Greg Harris, Financial Planning Assistant, completed CII Diploma in Regulated Financial Planning and working towards CII Advanced Diploma

"The sky isn’t the limit. We are always striving to achieve more. Yes we work hard but we also share the rewards.”

To apply, email your CV and covering letter to marketing@unividual.co.uk 

The closing date for applications is Friday 31 March 2017. 

Good luck!
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