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Trainee Financial Planner

The City, Central London, United Kingdom
Competitive Salary
Closing date
May 18, 2024

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Job Role
Contract Type
Full Time
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being.

About the Company:

Our client is a renowned Fintech firm known for its innovative approach to financial planning and unwavering commitment to client satisfaction. Boasting a diverse and dynamic team of professionals, they provide unparalleled opportunities for career advancement and skill development.

Role Overview:

We are seeking a motivated Trainee Financial Planner to join our client's advisory team. This role presents a rare chance to work alongside industry experts, gain invaluable experience, and progress towards achieving DipPFS/Chartered status. As a key player in the team, you will contribute to delivering exceptional financial solutions and services to our esteemed Private Clients.



  • with senior advisors to deliver tailored financial advice and solutions to HNW Private Clients.
  • in client meetings, conducting financial analysis, and assisting with portfolio management.
  • closely with internal teams to ensure seamless service delivery and exceed client expectations.
  • updated on financial planning regulations and industry trends to provide informed advice and recommendations.

  • experience within the financial planning/IFA sector is a must.
  • academic background with a good degree in Finance, Economics, or a related discipline.
  • towards DipPFS/Chartered status is highly preferred.
  • communication and interpersonal skills.
  • to thrive in a fast-paced, collaborative environment.

  • salary package (£40,000 - £60,000) plus benefits
  • career progression pathway towards an Advisory role.
  • training and development opportunities.
  • working arrangements, including hybrid work options.
  • to cutting-edge technology and resources.

This is a fantastic opportunity to further develop your career in financial planning with a progressive and forward-thinking organisation offering clear development opportunities.

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