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. This role offers a clear route into a client facing Financial Planner role within 2-4 years.

Key Responsibilities:

Working with senior advisors to deliver tailored financial advice and solutions to HNW Private Clients.
Contributing in client meetings alongside a Senior Financial Planner, conducting financial analysis, and assisting with portfolio management.
Working closely with internal teams to ensure seamless service delivery and exceed client expectations.
To remain updated on financial planning regulations and industry trends to provide informed advice and recommendations.

Requirements:

1-2 years experience working within a financial services environment, ideally within an IFA/Financial Planning environment
Strong academic background, excellent A-Lelevl results, with a good degree in Finance, Economics, or a related discipline (1st Class or 2:1 Minimum).
Working towards DipPFS/CII/Chartered status is highly preferred.
Strong communication and interpersonal skills.
Ability to thrive in a fast-paced, collaborative environment.

Benefits:

Salary package (£35,000 - £50,000) plus benefits
Career progression pathway towards an Advisory role.
Excellent training and development opportunities.
Highly flexible working arrangements, including hybrid work options.
Exposure 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.