As a Financial Planning Trainee, this is a career where your work has a direct impact on people's lives. You'll combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, whilst building the skills, qualifications and experience to become a trusted adviser in your own right.
About your Team
Make an impact that lasts a lifetime. Financial planning is about more than numbers. It's about helping clients turn their ambitions into reality. Whether it's planning for retirement, investing for the future or protecting their wealth, you'll combine analytical thinking, problem-solving and people skills to deliver advice that can positively impact lives for generations.
Does this sound like you?
Do you enjoy building relationships and helping others make important decisions?
Are you interested in personal finance, financial markets and understanding what matters most to clients?
Can you explain ideas clearly, listen effectively and build trust with others?
Do you enjoy solving problems, working with data and understanding how financial decisions can shape future outcomes?
Are you interested in using technology, data and new tools to improve client experiences and deliver better outcomes?
Are you ready to embrace new challenges, take ownership of your development and continuously improve?
What you'll work on
Meeting with clients and supporting conversations that help shape their financial future.
Building trusted, long-term relationships with individuals and families, supporting them through different stages of life.
Helping clients achieve goals such as buying a home, planning for retirement, growing wealth and protecting their future.
Researching investment and financial planning solutions and supporting recommendations tailored to each client's needs.
Using technology, data and digital tools to analyse information and help clients make informed financial decisions.
Collaborating with financial planners, tax specialists and wealth experts to deliver a seamless client experience
Developing a strong understanding of financial markets, personal finance and the factors that influence client decisions.
Your development and benefits
You do not need to be a financial planning expert before you join. We’ll help you build your knowledge through professional study, practical client work and day-to-day support from your team.
Develop technical knowledge through funded CII study, structured training and study leave.
Learn in a supportive team, with access to a buddy, mentor and colleagues who will help you settle in. Put your learning into practice through real client work and see how your contribution supports clear and valuable outcomes. You will benefit from balanced study and client work with structured support, regular check-ins and practical guidance.
If you're looking for a career that combines people, problem-solving and purpose, Financial Planning offers the chance to make a lasting impact while building expertise that will grow with you throughout your career.
Financial Planning Graduate Trainee - Milton Keynes - September 2027 employer: Forvis Mazars
Forvis Mazars is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in Birmingham, our team thrives on collaboration and innovation, offering extensive training opportunities and the chance to work with a diverse client base. Join us to be part of a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of SME businesses.
