Trainee Financial Adviser

2 weeks ago

City of London Greater London, United Kingdom mbf Full time

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.

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

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.

We are seeking a motivated Trainee Financial Planner to join our client's advisory team. As a key player in the team, you will contribute to delivering exceptional financial solutions and services to our esteemed Private Clients.

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.
• updated on financial planning regulations and industry trends to provide informed advice and recommendations.

experience within the financial planning/IFA sector is a must.
• academic background with a good degree in Finance, Economics, or a related discipline.
• career progression pathway towards an Advisory role.
• training and development opportunities.
• working arrangements, including hybrid work options.
• 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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