Paraplanner/trainee Financial Adviser - Cardiff, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Cardiff, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

beBee Recruiter
Description

Mbf are working with a successful Independent Financial Planning practice, the organisation is well established and have an outstanding reputation.

The business are looking to grow and as such there is a fantastic opportunity for a Paraplanner to join thebusiness and train as a Financial Adviser.

We are looking for an experienced, Diploma qualified Paraplanner who can hit the ground running.

The role will initially involve providing technical paraplanning support and shadowing a Senior Financial Planner/Director, you will be provided with ongoingtraining and guidance which will enable you to develop your knowledge and client facing skills.

You can expect to move into a full advisory position within months, once you become an adviser you will be provided with clients & leads from the business
- they have a surplus of clients so there will be plenty for you to take on.


This is a fantastic opportunity for an experienced Paraplanner who is looking to take the next step of their career into an Advisory position.

You will follow a structured programme which will allow you to move into a Financial Adviser position within arelatively short amount of time.


This client values their staff - they offer competitive basic salaries, generous bonuses, good company benefits including Friday afternoons off - all year round and hybrid working.

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