Trainee Financial Planner

mbf.

Posted 11 hours ago, valid for a day

London, Greater London EC2V7NQ, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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:

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

Requirements:

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

Benefits:

Competitive salary package (£40,000 - £60,000) plus benefits
Clear career progression pathway towards an Advisory role.
Comprehensive training and development opportunities.
Flexible working arrangements, including hybrid work options.
Access 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.