We are proud to launch our new bright to boosst Development Pathways, to train bright and talented individuals up to the very peak of the Financial Planning profession.

bright to boosst  is built upon all that we have learnt from growing Josh, Vicki, Gabby & Mel over the last decade. All boosst trainees are mentored by two Certified Financial Planners™ operating at the highest level of UK financial planning – one of whom will be appointed as the lead mentor for all training and development matters.

At the end of our development pathway, boosst trainees will be ready to transition to either a client-facing Financial Planner role or take a starring role as Technical Specialist.

boosst trainees who complete the bright to boosst programme will reach the pinnacle of the Financial Planning profession and achieve:

  • Certified Financial Planner™
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Chartered Wealth Manager
  • Certification to International Standard ISO 22222:2005

We plan to recruit two trainees in 2020 to complement our growing team.

Our search for the perfect candidates begins on Friday 6th March at Manchester Metropolitan University, where Josh will be attending the ‘MMU Bootcamp’ and appearing as a judge for the students involved. This event was a great success in 2019 and led to Mel joining the boosst team in August.

For full details, download our bright to boosst brochure:




Do you want to be considered for our 2020 intake? 

email: hello@boosst.financial and let us know what makes you the perfect candidate.