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Trainee Financial Planner
Found in: Ziprecruiter UK C2 - 15 hours ago
mbf City of London, United KingdomJob 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 worki ...
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Trainee Financial Planner
Found in: Jooble UK O L C2 - 5 days ago
mbf City of London, Greater London, United KingdomWe are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 15 hours ago
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Executive Personal Assistant
Found in: Appcast UK C C2 - 4 days ago
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Executive Personal Assistant
Found in: Ziprecruiter UK C2 - 15 hours ago
Simpson Judge Ltd City of London, United KingdomJob Description · Executive PA · City of London offices (hybrid working available) · Salary up to £45,000 p.a. · Supporting 2:1 at C-Suite · Insurance Services sector · We are delighted to be supporting a world class Insurance Services business, in the appointment of an Executive ...
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Executive Pa
Found in: Jooble UK O C2 - 12 hours ago
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Paraplanner
Found in: Jooble UK O L C2 - 2 days ago
Financial Divisions City of London, Greater London, United KingdomParaplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth plan ...
Trainee Financial Planner - City of London, Greater London, United Kingdom - mbf
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.
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 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 thrive in a fast-paced, collaborative environment.
Benefits:
salary package (£40,000 - £60,000) plus benefitscareer progression pathway towards an Advisory role.training and development opportunities.working arrangements, including hybrid work 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.
