Trainee Financial Planner
other jobs mbf.
Added before 4 Days
- England,London,City of London
- full-time
- £40,000 - £60,000 per annum
Job Description:
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.
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.
Job number 1714611
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...