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    Trainee Financial Planner - London, United Kingdom - mbf

    mbf
    mbf London, United Kingdom

    3 weeks ago

    Default job background
    Accounting / Finance
    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:

    • 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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