Trainee Financial Advisor

mbf; Hungerford; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Discretionary bonus up to 12% of basic

Job summary

mbf in Hungerford is seeking a Trainee Financial Planner to join its growing practice and embark on a long-term career in financial planning. You will learn alongside experienced advisers and progress through a structured Academy programme to develop both client-facing and technical skills.

You’ll build the foundations of client service, financial planning, and professional qualifications, with a clear route toward Chartered status.

Qualifications

• Potential and motivation to pursue a career in financial planning.
• Willing to commit to the Academy programme and professional qualifications.
• Must live within a reasonable commute to Hungerford Office.
• Comfortable asking questions and building relationships with clients and colleagues.

Responsibilities

• Learn the fundamentals of client service and financial planning.
• Work closely with experienced advisers and colleagues across the business.
• Build your technical knowledge through the Academy programme and professional qualifications.
• Develop communication, organisation and relationship-building skills to work with clients.
• Take responsibility for development toward adviser-level roles.

Skills

Client service

Communication

Organisation

Relationship-building

Learning mindset

Education

CII RO units

Job description

A growing, chartered financial planning business is looking for a Trainee Financial Planner to join its Hungerford office. This is an opportunity to build a long-term career in financial planning, learning alongside experienced advisers and progressing through a structured Academy programme.

You’ll develop both the technical knowledge and the people skills needed to become a trusted adviser. The role offers exposure to client relationships, financial planning and the day-to-day work of a professional advice business. With the right commitment and progress, there is a clear route towards becoming a Financial Planner.

What you’ll be doing

• Learn the fundamentals of client service and financial planning.
• Work closely with experienced advisers and colleagues across the business.
• Build your technical knowledge through the Academy programme and professional qualifications.
• Develop the communication, organisation and relationship-building skills needed to work with clients.
• Take responsibility for your development and progress towards adviser-level roles.

About you

You may already have experience in financial services, administration or client support, or you may be bringing relevant experience from another setting. What matters most is your potential, motivation and understanding of what a career in financial planning involves.

You’ll be curious, personable and dependable, with a strong work ethic and the resilience to keep learning when things get challenging. You should be comfortable asking questions, listening to guidance and building positive relationships with clients and colleagues. You’ll also need the focus to work towards professional qualifications and the ambition to grow into a client-facing adviser.

Previous financial services experience and CII RO units are useful, but they are not essential if you can show the right attitude and commitment.

You MUST live within a reasonable commute to the Hungerford offices.

Salary and benefits

• Salary to £36,000 DOE and qualifications
• Structured Academy programme, including technical and soft skills development
• Support with professional qualifications, with a pathway towards Chartered status
• Discretionary bonus of up to 12% of basic salary
• Competitive benefits, including pension, life cover, income protection and private medical insurance
• Office-based during probation, with a mix of office and home working available after successful completion
• Occasional travel to London during probation, with expenses covered

This role will suit someone looking for a career to grow into, rather than simply their next job. If you’re ambitious, resilient and motivated to become a capable, personable Financial Planner, we’d be pleased to hear from you.