What You Can Expect

• Real-World Experience: Build a strong understanding of the financial planning profession, working alongside Financial Planners, Paraplanners and Client Relationship Managers.
• Meaningful Project Work: Take ownership of a business-focused project designed to create genuine value for the company, with opportunities to contribute ideas, solve problems and deliver tangible outcomes.
• Dedicated Mentorship: Receive ongoing support through regular one-to-one meetings with a mentor who will provide guidance, feedback and professional development throughout your time with us.
• Professional Development: Learn the fundamentals of financial planning, client service delivery, investment management, financial technology and compliance while developing valuable workplace skills.
• Professional Growth: Participate in team meetings to broaden your understanding of the profession.
• Fair Wage: Our interns are paid a fair wage in return for the commitment and contribution made to the business. This is a set rate and is non-negotiable.

Who Should Apply

• A university/college/sixth form student with a strong interest in financial planning
• Already working but are looking for a change of career in financial planning
• Eager to learn and contribute in a collaborative environment
• A strong communicator with an eye for detail and a passion for helping others achieve their goals
• Keen to work for a Certified B-Corp company and feel you have strong alignment with our values (Family, Clarity, Freedom)
• Obsessed with delivering an excellent client experience

Key Details

• Dates & Duration: 8 weeks (Tuesday and Thursdays) with one placement running June through August and the second placement running October through December.
  Summer 22nd June – 19th August
  Autumn 12th October – 7th December
• Location: In the office – High Cogges, Witney, Oxfordshire

Apply Now

To apply please complete the form:

Where demand is high, a short-list of applicants may be invited to join us for a Financial Planning Day at our office on Wednesday 13th January, where you will learn how to build and deliver a financial plan alongside our Financial Planners. Please ensure that you will be available on this date if applying. Stand-out performers will then be invited to enrol on our internship programmes for 2027.

Queries should be sent to opportunities@expertwealth.co.uk where a member of the team would be happy to help.