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.

About us

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.

What do we offer graduates?

Development 

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.