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- Tasks: Join as a Trainee Financial Planner, assisting with client meetings and financial planning.
- Company: Blakemore Recruitment is an award-winning Chartered Financial Planning Firm in Milton Keynes.
- Benefits: Enjoy 30 days holiday, hybrid working, training support, and potential bonuses.
- Why this job: Grow your career with mentorship, a supportive culture, and a focus on work-life balance.
- Qualifications: Must have 2 years as a Senior Paraplanner and be Diploma level qualified.
- Other info: Part-time applications are welcome; embrace a flexible work environment.
The predicted salary is between 24000 - 36000 £ 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
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner - Milton Keynes
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Financial Planners. Attend local finance-related events or webinars to make connections and learn more about the role.
✨Tip Number 2
Research the company thoroughly. Understand their ethos, values, and the services they offer. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Prepare to discuss your experience as a Senior Paraplanner in detail. Be ready to share specific examples of how you've contributed to client relationships and supported financial planning processes in your previous roles.
✨Tip Number 4
Show your enthusiasm for personal development. Highlight any steps you've taken towards obtaining your Chartered Financial Planner and Certified Financial Planner qualifications, and express your eagerness to continue learning and growing within the firm.
We think you need these skills to ace Trainee Financial Planner - Milton Keynes
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Planner. Familiarise yourself with the skills required, such as strong interpersonal skills and organisational abilities.
Tailor Your CV: Customise your CV to highlight relevant experience, especially your time as a Senior Paraplanner. Emphasise your qualifications and any training you've undertaken that aligns with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your commitment to personal development and how you plan to work towards becoming a Chartered Financial Planner.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a great first impression.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Enthusiasm
Make sure to express your passion for financial planning during the interview. Companies like this one value candidates who are genuinely excited about the role and the opportunity to grow within the firm.
✨Demonstrate Your Organisational Skills
As a Trainee Financial Planner, being organised is crucial. Prepare examples of how you've managed multiple tasks or projects in the past, showcasing your ability to stay on top of your responsibilities.
✨Highlight Your Interpersonal Skills
Since the role involves client interaction, be ready to discuss your interpersonal skills. Share experiences where you've successfully built relationships or resolved conflicts, as this will show your capability to connect with clients.
✨Prepare for Technical Questions
Brush up on your financial planning knowledge and be prepared to answer technical questions related to paraplanning and client management. This will demonstrate your readiness for the role and your commitment to professional development.
