Graduate Financial Planner - Funded Study & Client Impact

Forvis Mazars Financial Planning Limited; Milton Keynes; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Funded CII study

Buddy system

Mentor guidance

Study leave

Job summary

Forvis Mazars Financial Planning Limited is offering a Graduate Programme for a Financial Planning Trainee in Milton Keynes. You will build trusted client relationships, support conversations shaping financial futures, and collaborate with team members to deliver tailored financial planning solutions.

You will develop skills through funded professional study (CII) and on-the-job client work, with a buddy and mentor providing guidance, alongside structured development and regular feedback to

Qualifications

• GCSE Maths and English at Grade 4/C or equivalent.
• Achieved or predicted a 2:1 degree classification (or equivalent).
• 112 UCAS tariff points from top three A Levels, BTECs, Scottish Highers/Advanced Highers, or other Level 3 qualifications.

Responsibilities

• Meeting with clients and supporting conversations that help shape their financial future.

Skills

Relationship-building

Problem-solving

Communication

Analytical thinking

Data literacy

Education

GCSE Maths & English (Grade 4/C)

112 UCAS tariff points (top 3 A Levels/Equivalent)

2:1 degree (or equivalent)

Job description

Forvis Mazars Financial Planning Limited is offering a Graduate Programme for a Financial Planning Trainee in Milton Keynes. You will build trusted client relationships, support conversations shaping financial futures, and collaborate with team members to deliver tailored financial planning solutions.

You will develop skills through funded professional study (CII) and on-the-job client work, with a buddy and mentor providing guidance, alongside structured development and regular feedback to