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