Trainee Financial Planner

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Trainee Financial Planner

London

Post Date, 14/11/2024

Salary: 40000-50000 per annum

Permanent

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. This role offers a clear route into a client facing Financial Planner role within 2-4 years.

Key Responsibilities:

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

Requirements:

  • 1-2 years experience working within a financial services environment, ideally within an IFA/Financial Planning environment
  • Strong academic background, excellent A-Lelevl results, with a good degree in Finance, Economics, or a related discipline (1st Class or 2:1 Minimum).
  • Working towards DipPFS/CII/Chartered status is highly preferred.
  • Strong communication and interpersonal skills.
  • Ability to thrive in a fast-paced, collaborative environment.

Benefits:

  • Salary package (£35,000 - £50,000) plus benefits
  • Career progression pathway towards an Advisory role.
  • Excellent training and development opportunities.
  • Highly flexible working arrangements, including hybrid work options.
  • Exposure 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.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 68
  • Last Date: 02/01/2025
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