Financial Planner - Milton Keynes

TN United Kingdom; Milton Keynes; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in financial planning is seeking a driven Financial Planner to join their team in Milton Keynes. This role offers a unique opportunity to shape the direction of a growing firm while maintaining a healthy work-life balance, with a flexible 60/40 split of office and home working. As part of a small, award-winning team, you will provide holistic financial advice and build lasting relationships with clients. With a commitment to professional development, the firm supports your journey towards Chartered status, ensuring you thrive in a collaborative and dynamic environment.

Benefits

Flexible Working Hours

Professional Development Opportunities

Work-Life Balance Support

Early Friday Finishes

Qualifications

• Minimum 2 years’ experience as a qualified Financial Planner.
• Willingness to work towards Chartered Financial Planner status.

Responsibilities

• Managing a portfolio of clients and their needs.
• Generating new business opportunities and providing ongoing servicing.
• Ensuring compliance with legal and regulatory requirements.

Skills

Interpersonal Skills

Client Management

Business Development

Financial Planning

Compliance Knowledge

Education

Diploma Level Qualification

Chartered Financial Planner Status

Job description

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Client:

Blakemore Recruitment

Location:

Milton Keynes, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

79cb1186e2df

Job Views:

4

Posted:

01.05.2025

Expiry Date:

15.06.2025

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Job Description:

We are currently recruiting for a Financial Planning firm near Milton Keynes that is looking to recruit a Financial Planner.

This is an excellent opportunity for an ambitious Financial Planner seeking more than just a role. You will be involved in the business growth and direction of an expanding company, providing a clear route into the senior management team.

The company understands the importance of work-life balance, currently offering a 60/40% split of office and home working, with potential for early Friday finishes. They offer a competitive salary and benefits, supporting flexibility and work satisfaction.

As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide independent financial planning services. They aim to build lasting relationships with clients and staff.

The firm has a small but highly trained and qualified administration and paraplanning team. They are now looking to add an experienced, enthusiastic, and driven Financial Planner to support the business owner.

You should have strong interpersonal skills, good judgment, and experience in managing clients and bringing on new clients.

A minimum of 2 years’ experience as a qualified Financial Planner is essential. You should be at least Diploma level qualified and willing to work towards Chartered Financial Planner and Certified Financial Planner status. The company offers training and development to support your growth.

Purpose of Job:

To provide holistic financial planning advice to private clients, ensuring excellent client service, generating profitable new business, and maintaining strong relationships.

Key Responsibilities & Accountabilities:

• Managing a portfolio of clients and their needs
• Providing ongoing servicing and reviews
• Generating new business opportunities
• Helping clients make positive financial decisions
• Managing client meetings and reviews
• Producing financial plans, cash flow forecasts, and reports
• Ensuring compliance with legal and regulatory requirements
• Providing advice within an ethical and compliance framework
• Ensuring recommendations are appropriate for clients
• Supporting team members with knowledge
• Managing workflow and tasks
• Documenting meetings and activities
• Attending events to promote the firm
• Networking to identify opportunities
• Providing activity data to the Business Manager
• Sharing ideas for business and process improvements
• Continuously developing technical expertise
• Keeping up to date with financial markets and trends