Trainee Financial Planner - Milton Keynes

TN United Kingdom; Milton Keynes; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in Milton Keynes is seeking a Trainee Financial Planner. This role offers mentorship from experienced professionals, a balanced work environment, and opportunities for career growth. Candidates should possess strong interpersonal skills and a commitment to professional development.

Benefits

30 days holiday (plus bank holidays)

3% employer pension contribution

Health Cash back Scheme enrolment

Training allowance/support towards qualifications

Potential bonus up to 10% of salary

Hybrid working options

Potential for Friday early finishes

Part-time or alternative hours considered

Qualifications

• At least 2 years of experience as a qualified Senior Paraplanner.
• Commitment to personal development and training programs.

Responsibilities

• Support Financial Planners in providing independent financial planning.
• Assist in managing client portfolios and delivering regulated advice.

Skills

Interpersonal 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:

Finance

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EU work permit required:

Yes

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Job Reference:

f243799d73e7

Job Views:

2

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

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

This is an excellent opportunity for someone seeking the next step in their career as a Financial Planner. Mentored by a highly experienced Financial Planner, you will have the chance to be involved in the business growth and direction of an already expanding company as you gain experience and knowledge.

The company values 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 beneficial perks to support their staff.

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

The role requires an enthusiastic, driven, and highly organized individual who thrives in a busy and challenging environment, maintaining high standards of service and professionalism.

Initially, you will work within the paraplanning team, assist with client meetings, and learn from the Financial Planner. Over time, you will become the main point of contact and Financial Planner for your own group of clients, in line with your personal development plan.

The ideal candidate will have strong interpersonal skills, good judgment, and at least 2 years of experience as a qualified Senior Paraplanner in a Financial Planning firm. You should be at least Diploma level qualified and eager to work towards Chartered and Certified Financial Planner statuses. A commitment to personal development is essential, and training programs are available to support your qualifications.

Purpose of Job:

To support Financial Planners in providing independent financial planning to private clients, ensuring excellent client service and assisting in managing client portfolios and delivering regulated advice.

Benefits:

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