Trainee Financial Planner — Path to Chartered Adviser

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

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.