At a Glance
- Tasks: Support Financial Planner and manage client portfolios while delivering excellent service.
- Company: Award-winning Chartered Financial Planning Firm with a focus on independent service.
- Benefits: 30 days holiday, health cashback scheme, training support, and hybrid working options.
- Other info: Flexible hours and potential for early Friday finishes.
- Why this job: Kickstart your career in finance with mentorship and real impact on client relationships.
- Qualifications: Minimum 2 years as a qualified Senior Paraplanner; Diploma level qualified.
The predicted salary is between 25650 - 31350 £ per year.
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 Financial Planner. Mentored by a highly experienced Financial Planner, as you grow with experience and knowledge, you will have the chance to be involved in the business growth and direction of an already expanding company.
They understand the right balance is needed when it comes to work and personal life. So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes. Couple this with a competitive salary and 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 Financial Planning Firm, their ethos is to provide an independent financial planning service. They aim to build relationships that last a lifetime with both their clients and their staff.
The company is looking for a Trainee Financial Planner, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards. Initially working within the paraplanning team, you will also work alongside, assist with client meetings and learn from the Financial Planner. In line with your personal development plan, you will 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 judgement and experience. A minimum of 2 years’ experience working as a qualified Senior Paraplanner in a Financial Planning firm is essential. You will be at least Diploma level qualified and, if you don’t already hold these qualifications, you will be keen to work towards both Chartered Financial Planner and Certified Financial Planner status. 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 working towards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner.
Purpose of Job: To support Financial Planner working towards an independent provision of financial planning to private clients, while ensuring a smooth delivery of an excellent client service. To assist Financial Planner in managing a portfolio of clients, preparation and delivery 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
Trainee Financial Planner - Milton Keynes employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner - Milton Keynes
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Blakemore Recruitment actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Blakemore Recruitment. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Blakemore Recruitment, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Financial Planner - Milton Keynes
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Blakemore Recruitment can help you grow your skills and knowledge in the field.
Tailor Your Application to Blakemore Recruitment:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Blakemore Recruitment. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Blakemore Recruitment
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Blakemore Recruitment.
