Apprenticeship Programme

Financial Planning is one of the most rewarding careers you can pursue — and we’re excited to help someone begin that journey.

At Lexington, we’re looking for an ambitious individual who wants to start their professional training and build a long‑term career in financial planning with one of the UK’s leading firms.

Industry-Leading Training & Development

We offer a fully structured 5‑year training programme designed to take you from no experience to Chartered Financial Planner.

If you’re someone who enjoys solving problems, building relationships, and working in a profession where your work has real value, this could be the start of a career that will stay with you for life.

What Lexington Offers

Exceptional Rewards & Benefits

  • Above‑average salaries (benchmarked against the IDEX salary index)
  • 6‑monthly team-based performance bonus
  • 9% employer pension contributions
  • 4x salary death‑in‑service cover
  • 4.5‑day working week (trialing phase)
  • Flexible working hours
  • Optional Hybrid working
  • 27 days annual leave – Plus your birthday off
  • Free on-site parking

A Supportive, Engaging Culture

  • A welcoming, friendly and highly supportive team
  • Four team socials each year
  • Four office training days each year
  • Work within a genuinely high-engagement environment
  • Birthday Cake!

Professional & Academic Development

  • Full exam support
  • Study days for exam preparation
  • In‑person training and conferences in London
  • Financial planning coaching
  • Training in cashflow modelling
  • Training in investment analysis software
  • Business accounting training
  • Estate planning training

Mentoring & Career Growth

  • Mentoring from one of the UK’s leading financial planners
  • Invitation to an annual financial planning conference
  • Clear development pathway with documented milestones

Who We’re Looking For

If you’re motivated, curious, committed to personal development, and passionate about helping people live better financial lives, you may be an excellent fit.

This is your chance to become part of the next generation of financial planners in the UK in a thriving, meaningful, and vibrant profession.

What matters most to us is your enthusiasm, your attitude and the contribution you can make to the team.

If you believe you have something to offer us, please send us your CV and covering letter to careers@lexington.email.

Who We’re not looking for

We are not for you if:

  • You Just want a 9-5 job and not progress in your career.
  • If you are not a team player and don’t like engaging with others – colleagues and clients.
  • If a work social life is essential – we’re not for you – unfortunately we’re too small.
  • If “good enough” is good enough for you, we may not be a match. As one of the UK’s leading financial planning firms, we aim higher.

01793 771 093

01793 771 093

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Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Siddington House, Siddington, Gloucestershire GL7 6ET.

Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Lexington and its planners is also available online at the FCA’s register.

Copyright 2026 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.