Trainee Financial Planner

mbf; Hungerford; Hybrid; GBP 33,000 - 36,000; Full time

Benefits offered by this job

Discretionary bonus 12%

Office-based during probation

Hybrid work after probation

Travel to London with expenses

Job summary

mbf in Hungerford is looking for a Trainee Financial Planner to join their growing team. You will work with experienced Financial Planners, attend client meetings and gain exposure to the technical, administrative and client-facing sides of financial planning.

The role offers a clear progression to Wealth Adviser within ~24 months, with full support for professional qualifications and exams, and a strong benefits package.

Qualifications

• Ambitious individual seeking a long-term career in financial planning.
• Hardworking, resilient and patient with a genuine desire to learn.
• Candidate with R0 exams or graduate.

Responsibilities

• Attend client meetings with experienced Financial Planners.
• Gain exposure to technical, administrative and client-facing aspects of financial planning.
• Develop into a Financial Adviser within around 24 months.

Skills

Ambitious

Hardworking

Resilient

Patient

Motivated to learn

Education

R0 exams

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.