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.