The Berry & Oak Graduate Programme
As our business grows, we’re keen to build a team that’s driven by a desire to make a difference. We are very excited that you are interested in our Graduate Programme and we strongly encourage applicants who are passionate about customer care and have long-term career goals in financial planning.
At Berry & Oak, we’re passionate about helping our clients achieve the life they want to live, through highly tailored and independent financial planning advice. We help them to achieve the lifestyle they want for themselves and their family. It’s this approach that sets us apart. We forge lasting relationships with our clients – some which span generations.
We’re ambitious too. Our goal is to be the leading financial planner in the Yorkshire area and we know we have the dedication and commitment to get there. But like you, family and lifestyle is important to us, so we’ll only be happy if that success comes alongside a great work/life balance.
Why join our Graduate Programme?
- A structured training plan with mentoring from a highly qualified and experienced team.
- Paid for training, learning, development and exams, plus study time.
- Tiered salary structure based on your progression through the flexible training programme.
- Support from people who have completed the training and exams with proven success.
- Be involved in the business and having projects that you are responsible for.
- Sit in with the adviser and be involved during client meetings to help learn and understand the full client journey.
- Be part of our award-winning (family) team.
- Have responsibility for key projects to aid the company growth and development.
What do we offer graduates?
As a Berry & Oak trainee, you will work alongside our full team, including our managing directors, Andrew and Sarah, in order to progress through the steps involved in becoming a Chartered and Certified Financial Planner. Our company culture welcomes new and innovative minds, and we hope that as the next generation of financial services professionals, you will be able to innovatively improve Berry & Oak for the better. You will be in a client-facing position from the very start and, as a smaller business, we guarantee your voice will be heard and your ideas put into practice. Your position within our company will progress as your skills do, so you can feel certain that a career in financial planning with Berry & Oak is in sight.
Training and Support
The five-year programme will lead you on the journey to becoming a Chartered and Certified Financial Planner. We will support you each step of the way, paying for exams and assisting with training and revision as well as incremental pay rises based on your progression. Although you will be expected to work hard in order to achieve your professional qualifications, by the end of the process you can expect to take a lead on key client relationships and meetings in your new role as a Financial Planner.
If you would like to hear about our 2019 summer intern’s experiences with Berry & Oak click here
Who are we looking for?
In order to ensure the maximum support and success for every member of our team, we are looking to take on just one graduate a year with the dedication and enthusiasm to meet our clients’ needs. We would expect our applicants to have a 2:1 degree classification (in any discipline) in order to be considered for the role. You also need to share our core company values to fit in to our strongly driven team.
If this sounds like the perfect role for you, please get in touch.
Our next graduate programme will start in Sepember 2024.
Applications will open for our 2024 Graduate Programme on Monday 4th March 2024. Please contact email@example.com to apply sending a covering letter stating why the positon interests you and a copy of your CV.
Supporting the future of the profession with training sponsorship
As a firm, we have signed up to support a student through the Level 4 Diploma in Regulated Financial Planning with the CII, as part of the Verve “We are Change” initiative. “We are Change” aims to attract and train new career-hungry talent to the financial planning profession.
There have been many initiatives in recent years to attract new people into financial services but unfortunately, we still see greater volumes of professionals leave than we see new ones enter. This means laying the foundations now so that there is a greater talent pool to tap into on the brighter side of the pandemic.
CISI Accredited Financial Planning Firm™ of the Year Award 2022
Yorkshire Financial Awards – Financial Adviser Team of the Year. Winner 2023, 2022
Yorkshire Financial Awards – Financial Adviser of the Year (Andrew Elson). Winner 2023, 2022
Yorkshire Financial Awards – Outstanding Achievement (Sarah Elson), Winner 2023
Professional Adviser Awards – Best Client Engagement (Advisers). Winner 2023, 2020, Highly Commended 2022, 2019
New Model Adviser Firm of the North Award. Winner 2023, 2022, 2021, 2020, 2019, Finalists 2018, 2017
New Model Adviser Top 100 - 2022, 2021, 2020, 2019, 2018
Women in Finance Awards – Financial Adviser of the Year - North East (Sarah Elson). Winner 2022
Yorkshire Financial Awards – Director of the Year (Sarah Elson). Winner 2022
Professional Adviser Awards – Tax-Efficient Adviser of the Year. Winner 2021
Professional Adviser Awards – Adviser Firm of the Year – UK. Winner 2020
Professional Adviser Awards – Professional Adviser Firm of the Year – North East. Winner 2020, 2019, Finalists 2022, 2021
CISI Accredited Financial Planning Firm™ of the Year Award 2019
Yorkshire Financial Awards – Best Employer. Winner 2019
Retirement Planner Awards – Best Individual Pensions Advice Firm of the Year – The North and Scotland. Winner 2019, Finalist 2018
Investment Life & Pensions Moneyfacts Awards – Retirement Adviser of the Year. Highly Commended 2018
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.