Graduate Financial Planning Technician (Fiscal Engineers)


Fiscal Engineers

Job Description

Working with Fiscal Engineers as our Graduate Financial Planning Technician will allow you to begin your career in 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 and use technology to drive process efficiencies throughout our business.

This is a full-time, permanent position

Salary: £22500 pa

Start date: September 2022

The skills and attributes required for the role

  • Passionate about people and client care

  • Dedicated and hardworking, with a ‘can do/will do’ attitude

  • Attention to detail

  • Comfortable with numbers

  • Strong team member

  • High levels of integrity

  • Proactive

  • Innovative


  • Bonus and profit share scheme

  • Pension scheme, death in service scheme and income protection plan

  • Career and personal development pathways

  • Dedicated coaching and learning support

  • Wellbeing support services

  • Generous social budget and team away days

  • Assistance with exam costs and study leave

  • Agile working policy

Our values

At Fiscal Engineers, we live our core values of:

  • Making a Difference

  • Care Deeply

  • Get the Job Done

  • We Get You

Our Key Behaviours

At Fiscal Engineers we do not assess performance against targets, instead we believe that we get the best results that we require from teamwork. Our key behaviours which we all commit to are:

  • We always do the right thing

  • We support and respect one another

  • We embrace change

  • We give our very best

When we consider who is right for our team, and if we are considering discretionary bonuses, we will be guided by and informed by these key behaviours.

About Fiscal Engineers

We are an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals. We are expert advisors with many years of shared knowledge and experience and we are growing.

True relationship is central to our thinking. When our clients entrust matters of the greatest personal importance, we need to ensure that our team are not just technically capable but also wise enough to understand.


NB FAO International Students. Please note that this position does not meet the minimum salary threshold for Tier 2 sponsorship.

What next

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.

Assessment days for successful candidates will be held in February/March 2022

Closing date: Monday 31 January 2022