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Trainee Financial Planner

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

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
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.

Key

Responsibilities:

  • 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.


Requirements:
  • 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.


Benefits:
  • 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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