Trainee Financial Planner - Milton Keynes

Blakemore Recruitment; Milton Keynes; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Milton Keynes is seeking a Trainee Financial Planner. This role offers the opportunity to be mentored by an experienced Financial Planner while contributing to client services. With a strong focus on professional development, candidates will have access to training programs to achieve qualifications such as Chartered and Certified Financial Planner.

Benefits

30 days holiday plus bank holidays

3% employer pension contribution

Health Cash back Scheme

Training allowance towards qualifications

Potential for bonus up to 10% of salary

Hybrid working options

Potential for Friday early finishes

Part-time or alternative hours considered

Qualifications

• Minimum 2 years experience as a qualified Senior Paraplanner.
• Willing to work towards Chartered and Certified Financial Planner status.

Responsibilities

• Support Financial Planner in managing client portfolios.
• Prepare and deliver financial planning and regulated advice.

Skills

Interpersonal skills

Organizational skills

Judgment

Education

Diploma level qualified

Job description

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Trainee Financial Planner - Milton Keynes, Milton Keynes

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Client:

Blakemore Recruitment

Location:

Milton Keynes, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

f243799d73e7

Job Views:

37

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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

This is an excellent opportunity for someone looking for the next step in their career as a FinancialPlanner. Mentored by a highly experienced Financial Planner, as you grow with experience andknowledge, you will have the chance to be involved in the business growth and direction of analready expanding company.

They understand the right balance is needed when it comes to work and personal life. So, they doall they can to encourage a good work-life balance, currently working on a 60/40% split of officeand home working, with potential for early Friday finishes. Couple this with a competitive salaryand beneficial perks, they aim to ensure they support and are flexible for each other.

As a successful and award-winning Chartered Financial Planning Firm and Accredited FinancialPlanning Firm, their ethos is to provide an independent financial planning service. They aim to buildrelationships that last a lifetime with both their clients and their staff.

The company is looking for a Trainee Financial Planner, an individual that isenthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping thebest possible service and company standards.

Initially working within the paraplanning team, you will also work alongside, assist with clientmeetings and learn from the Financial Planner. In line with your personal development plan, youwill eventually become main point of contact and Financial Planner to your own group of clients.

You will be someone who has strong interpersonal skills and be able to apply your own judgementand experience. A minimum of 2 years’ experience working as a qualified Senior Paraplanner in aFinancial Planning firm is essential.

You will be at least Diploma level qualified and, if you don’t already hold these qualifications, youwill be keen to work towards both Chartered Financial Planner and Certified Financial Plannerstatus. The individual must be willing to take ownership of their own personal development.
However, there is a training and development programme available to assist you in workingtowards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner.

Purpose of Job:

To support Financial Planner working towards an independent provision of financialplanning to private clients, while ensuring a smooth delivery of an excellent clientservice. To assist Financial Planner in managing a portfolio of clients, preparation anddelivery of financial planning and regulated advice.

Benefits
• 30 days holiday (plus bank holidays)
• 3% employer pension contribution
• Health Cash back Scheme enrolment
• Training allowance / support towards qualifications
• Potential for bonus up to 10% of salary
• Hybrid working options
• Potential for Friday early finishes
• Applications from candidates wanting to work part-time or alternative hours will be considered