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Financial Adviser jobs in Bletchley

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    • Milton Keynes | £25,000 base plus commission | Full-time, permanent.
    • You will speak to UK business owners who have enquired about funding, understand what they…
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    • Dedicated 1-2-1 mentorship and coaching from Sales Directors and senior team members.
    • A structured 24-month development programme, rotating across four…
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    • Dedicated 1-2-1 mentorship and coaching from Sales Directors and senior team members.
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
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    • We offer an excellent benefits package which includes a pension scheme, complementary life insurance, financial incentive schemes and discounts on major retail…
    • Experience in leading delivery of large-scale financial projects, including the designing and implementing of financial operating models.
    • Write and prepare proposal documentation and credit applications as and when required, including working with clients to gather appropriate financial and non-…
    • As a Graduate Finance Broker, you will be contacting potential clients through outbound calls, positioning Portman Finance Group’s financial solutions in a…
    • Qualify leads – Identify promising opportunities through inbound enquiries and proactive business development, turning potential leads into new business.
    • Using financial planning software and modern technology.
    • Career progression into paraplanning or financial advice.
    • Fully funded CII Diploma study support.
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    • Full lender panel through a Mortgage Club.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
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    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • Speak with existing customers and provide tailored advice (no cold calling!).
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    • Proven experience in financial services or related fields with a strong understanding of financial planning principles.
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Graduate Finance Broker
1a, Seebeck Place, Milton Keynes MK5 8FR
£25,420 - £43,000 a year
Graduate, Full-time

Job details

£25,420 - £43,000 a year
Employee mentoring programme, Gym membership, Company pension, Paid volunteer time, Company events
Graduate, Full-time
No weekends
1a, Seebeck Place, Milton Keynes MK5 8FR

Full job description

Graduate Finance Broker

Milton Keynes | £25,000 base plus commission | Full-time, permanent

About us

Approved Finance Group is an FCA authorised commercial finance brokerage based in Milton Keynes. We help UK businesses secure the funding they need across business, property and motor finance.

The role

We are opening a graduate route into our business finance team. You will speak to UK business owners who have enquired about funding, understand what they need and match them with the right lender and product. You will run each case from first conversation through to payout.

You do not need finance or sales experience. Enquiries are generated for you, our process is proven, and you will be coached directly by our Sales Director from your first day. Alongside the enquiries we provide, you will be expected to build your own pipeline through referrals, repeat business and your own outreach. The brokers who do best here treat our enquiries as a starting point.

What you will be doing

  • Speaking to business owners every day by phone and email
  • Understanding their business, their funding need and what they can afford
  • Presenting suitable options from our lender panel and explaining them clearly
  • Packaging applications and working with lenders through to payout
  • Asking for referrals on every deal, looking after returning customers and building your own sources of business over time
  • Keeping our CRM accurate and following our compliance process on every deal

What we are looking for

  • A strong academic record, typically a degree in any subject or an equivalent qualification
  • Drive and a competitive streak, shown through sport, work, societies or anything else you have pushed yourself in
  • Confidence on the phone and clear written English
  • Good with numbers and comfortable learning how to read business financials
  • Someone who takes coaching well and acts on feedback quickly
  • Organised, honest and reliable, because we work in a regulated industry
  • The right to work in the UK and the ability to work full-time from our Milton Keynes office

What you get

  • £25,000 base salary
  • Uncapped commission on all revenue you generate, from your first deal
  • On target earnings of £30,000 to £40,000 in year one and £45,000 to £60,000 from year two on our full commission model
  • A move to our full broker commission structure after a successful 6 month probation
  • Structured coaching from our Sales Director and a clear path to Broker and beyond
  • Gym membership paid for by us
  • Vitality health plan
  • 26 days holiday, including 3 days at Christmas
  • Monday to Friday, no weekends, based at our Milton Keynes office

How to apply

Apply with your CV and a few lines on why this role suits you. Our process is a Teams interview followed by a face to face interview at our Milton Keynes office with a short presentation. We are recruiting for November 2026 and January 2027 start dates.

Approved Finance Group is an equal opportunities employer. Approved Business Finance Ltd is authorised and regulated by the Financial Conduct Authority (FRN 1020031).

Pay: £25,420.00-£43,000.00 per year

Benefits:

  • Company events
  • Company pension
  • Employee mentoring programme
  • Gym membership
  • Paid volunteer time

Ability to commute/relocate:

  • Milton Keynes MK5 8FR: reliably commute or plan to relocate before starting work (required)

Education:

  • Bachelor's (required)

Language:

  • English (required)

Work authorisation:

  • United Kingdom (required)

Work Location: In person

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