Financial Planning Graduate Trainee - Milton Keynes - September 2027

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 our 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.

Hear a quote from our trainee: “I’ve really enjoyed the combination of on the job learning and studying. There is a great network of people from dedicated learning and development teams to my people manager and buddy to support with the transition from university to my first full time role’ # LI-DNP’

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.

About the Company

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future.

Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow. At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other.

Together, we grow, belong and impact.

Apply

To apply for our Graduate Programme, you’ll need

• GCSE Maths and English Language at Grade 4/C (or equivalent qualifications).
• Achieved a minimum of 112 UCAS tariff points from your top three A Levels, BTECs, Scottish Highers/Advanced Highers, or other recognised Level 3 qualifications.
• Achieved or predicted a 2:1 degree classification (or equivalent).

We know everyone’s circumstances are different. If exceptional circumstances have affected your academic results, we’ll consider the context you provide as part of your application.

Our feedback and coaching culture means we are passionate about improving our application process. We would value your feedback on how you have found our recruitment process. Please click on the link here to share this with us.

We recruit most of our opportunities on a rolling basis, so roles may close earlier than advertised if they receive a high volume of applications. We encourage you to apply as soon as possible.

As we've recently transitioned to a new application portal, there may occasionally be some unexpected issues. While everything should run smoothly, if you experience any issues or something doesn't look quite right, please get in touch with our recruitment team and we'll be happy to help.

We want to get to know the real you. Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers. At Forvis Mazars, we believe great careers start with great experiences. That's why we're committed to providing a transparent, respectful and people-centred recruitment process. Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.

Recruitment Data Privacy Policy

How to apply

To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.