Trainee Financial Planner

mbf.; Hungerford; On-site; GBP 33,000 - 36,000; Full time

Benefits offered by this job

12% discretionary bonus

Excellent benefits package

Professional qualifications support

Clear career progression

Job summary

mbf. is a Hungerford-based financial planning business seeking a Trainee Financial Planner to join its busy team.

This role offers a clear path to become a Wealth Adviser within around two years, with training and exposure to client meetings and the technical, administrative and client-facing aspects of financial planning. You will be supported to complete professional qualifications, with a starting salary of £33,000 rising to £36,000 after 4 R0 exams, plus a 12% discretionary bonus and

Qualifications

• Ambitious financial services professional with potential to progress
• Willingness to study for professional qualifications and exams

Responsibilities

• Attend client meetings with experienced Financial Planners
• Assist with technical, administrative and client-facing tasks in financial planning
• Develop client communication and relationship-building skills

Skills

Ambitious

Hardworking

Job description

We are working with a highly successful and growing financial planning business with over £2bn AUM and a strong reputation for investing in and developing its people.

They are looking for an ambitious Trainee Financial Planner to join their busy Hungerford office. This is an excellent opportunity for someone looking to build a long-term career in financial advice, with a clear progression route through to Wealth Adviser and beyond.

You will work closely with experienced Financial Planners, attending client meetings and gaining exposure to the technical, administrative and client-facing sides of financial planning. The aim is to develop successful candidates into Advisers within around 24 months.

The business is committed to supporting employees through professional qualifications and ultimately developing its people towards Chartered status.

About you

This role would suit an ambitious financial services administrator looking to progress, graduate or candidate with R0 exams who is keen to build a career in financial planning.

You will need to be hardworking, resilient, patient and genuinely motivated to learn. The role is about developing more than technical knowledge - you will also build the client and communication skills needed to become a successful adviser.

Package

• £33,000 starting salary, rising to £36,000 with 4 R0s
• 12% discretionary bonus
• Excellent benefits package
• Full support for professional qualifications and exams
• Clear career progression
• 100% office based during probation
• 3 days office / 2 days homeworking after probation
• Occasional travel to London during probation, with expenses covered

This is a fantastic opportunity to join a growing business where personal development is genuinely prioritised and there is a clear, achievable route from trainee level through to Financial Adviser and Wealth Adviser.

Individuals must live within a reasonable commute.