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Trainee Financial Planner

The Grove, Milton Keynes

Trainee Financial Planner

Salary not available. View on company website.

The Grove, Milton Keynes

  • Full time
  • U
  • Onsite working
  • Graduate programme

Posted 1 week ago, 17 Apr | Get your application in now before you're too late!

Closing date: Closing date not specified

Job ref: a690ff352536431c997d81045ba8f7ae

Location ref: Milton Keynes

Full Job Description

Due to a consistent flow of leads and referrals from a long-standing client base, alongside the acquisition of an existing client book, the firm is looking to appoint a new planner. The successful candidate will be involved in client meetings at an early stage, with the clear aim of becoming fully established as a Financial Planner in the near future.,

  • Provide holistic financial planning and regulated advice across a wide range of case types
  • Conduct detailed fact-finding, cashflow modelling, and suitability assessments
  • Create and deliver tailored financial plans aligned to clients' objectives and risk profiles
  • Build and maintain long-term client relationships through regular reviews and proactive communication
  • Work closely with paraplanners to produce accurate research and suitability reports

    This role would suit someone who holds the Level 4 Diploma in Financial Planning, has experience within an IFA or financial planning firm, and is now looking to transition into an advice-focused role. Strong communication skills and a client-first mindset are essential., Level 4 Diploma in Financial Planning
  • Previous experience within a financial planning or IFA firm
  • Excellent verbal and written communication skills
  • A genuine interest in developing long-term client relationships
  • Collaborative, ethical, and client-focused approach

    A bespoke, client-centric independent financial planning firm based in Milton Keynes is looking to add a Trainee Financial Planner to its growing team. This is an excellent opportunity to join a genuinely client-focused business that values long-term relationships, high-quality advice, and the highest professional standards.
    • The firm advises a broad and diverse client base and continues to grow year on year. It also has a strong reputation for developing its people and supporting long-term career progression.

Direct job link

https://www.jobs24.co.uk/job/trainee-financial-planner-126706780
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