Job Description

Location

: Blackburn

Start Date:

Tuesday 1 September 2026

The role in brief:

Voted in the UK Top 50 SME Apprenticeship Employers Rankings of 2025, you will be joining our apprenticeship programme which will give you the skills and support you need to unlock a future full of new opportunities and experiences within the world of Financial Planning.


You will enjoy a combination of on-the-job learning and structured training, not to mention an interesting client list to work with. You will be given full study support to gain knowledge within Financial Planning Administration and pursue a recognised qualification.

Who we are looking for:

This is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level standard, who wants to gain valuable experience within the Financial Planning profession and progress their career, whilst studying at the same time.

What the role involves:

Respond to client queries with support from line manager. Work on small client portfolio to support financial advisers with processing new and ongoing work. Complete valuations in a timely manner. Complete workflows within appropriate timescales. This would include smartsearches, running Attitude to Risk Questionnaires (ATR's), creating new clients on the Intelliflo system, chasing providers for requested information, ensuring client files are compliant etc. Processing new work, dealing with clients money including trading funds. Gaining knowledge and understand processes when working with Pensions, Investments and Protection. Greet clients for in office client meetings. Assist with Financial Planning team duties. This role is based at Blackburn.

Your development

PM+M believes that its most valuable resource is its team members. The continued success of the organisation depends upon having highly motivated people with proper skills in the right job at the right time. We recognise the need to offer all team members a clear path of progression within the business.


Therefore as part of this programme, we will provide a study package towards the relevant qualifications, within Financial Planning Client Relationships and Administration. We will include the relevant study leave as part of this, and will mentor you through your qualification journey. Once the qualification has been achieved we would look at further training opportunities to help develop your career.


We also provide a complementary range of internal training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm.


We have 6 monthly reflect and act conversations to ensure your development is on track, with optional monthly 1-2-1s. You will also have a buddy and opportunity for a mentor.


We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals.

Your attributes:

We'd like you to be:


Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole. Passionate about providing great client service.
Great at communicating with people at all levels - face to face and in writing. Positive and good at using your initiative. Good at working under pressure. Be familiar with the use of recognised software applications (Word, Excel, Outlook). Motivated and well organised.

Your Qualifications

It is essential you are educated to GCSE standard, with a Grade 5 or above in English and Maths. You may also be educated or working towards relevant A-levels or BTECs.

Important Dates

Applications opened 21 October 2025.


Applications close 8 January 2026.


Assessment centres will be held on different dates during week commencing 16 February 2026.


The start date for this apprenticeship is Tuesday 1 September 2026.

How to apply

It is important your application is completed in full and accurately on the website and includes the following key information:


Your GCSE Grades, predicted or achieved, including years awarded Your A-Level (or equivalent qualification i.e. BTEC, T-Level etc) Grades, predicted or achieved, including years awarded Why you have applied for this apprenticeship at PM+M, and what interests you the most about it? Why do you feel you would be suitable for this role at PM+M over other applicants?
We recommend that your answers are in your own words and reflect your true and genuine opinions.

The process

All website applications will be reviewed carefully against the criteria discussed within this job specification, and each will be considered on their own merit. Those successfully shortlisted from the written stage will then be asked to submit a video application after the application closing deadline. This will be emailed to you at the time, and comprise of preparing and answering a few short questions and sending back in to us for further shortlisting.

About PM+M

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.


We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.


We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.


Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.


We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.


Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.


In addition to competitive salaries, here's what our market leading benefits packages look like:


25 days' holiday per annum + bank holidays office closedown over Winter Break flexible Easter Break, to account for other religious festivals on site free parking employer pension contribution of 8%, death in service life cover of 4 x salary income protection scheme weekly flexi time agreed overtime family friendly policies including enhanced maternity, paternity, adoption and shared parental pay flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc hybrid working full technical and soft skills training and support recruitment incentive scheme cycle to work scheme employee well-being portal access to the WeCare app that offers health, well-being, financial and legal support dress for your day policy and dress down Fridays paid sick leave extensive learning & development opportunities and study support Firm wide success bonus based on the achievement of certain financial metric(s). Access to Dashlane password manager for you + 9 of your family and friends Fee-free service to whole of market mortgage and insurance advice * Access to Able Futures support, a Mental Health Support Service