Financial Planning Trainee

3 weeks ago


London, Greater London, United Kingdom mbf. Full time
About the Role

We are seeking a motivated and ambitious 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.

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.


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