Trainee Financial Planner

£ 38,000 - £40,000 + Bonus

Milton Keynes

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.

The Role

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.

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.

Key Responsibilities

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

Candidate Profile

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

Benefits

Uncapped bonus on new business written
Ongoing support and mentoring from experienced Financial Planners
Life cover
Private medical insurance
Health cash plan and medical benefits
Support with professional examinations
Gym membership

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Trainee Financial Planner