Trainee Financial Planner
other jobs mbf.
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £47,500 per annum
Job Description:
We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team.
This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years—creating genuine long-term progression opportunities.
The Role
This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base.
Key responsibilities include:
*Preparing suitability reports and conducting detailed technical research
*Producing cashflow modelling and complex financial planning analysis
*Supporting client reviews and ongoing service delivery
*Assisting with client onboarding and drafting recommendations
*Identifying planning opportunities and supporting the delivery of advice
You will gain increasing exposure to client relationships and more complex planning work over time.
The Opportunity
*Join a growing Wealth Planning team with ambitious expansion plans
*Work alongside experienced Chartered Financial Planners
*Clear pathway into an advisory role
*Full support through professional exams, including progression to Chartered status
*Exposure to high-quality HNW clients and holistic financial planning
About You
*Around 2+ years’ experience in a paraplanning role
*Working towards (or holding) the Diploma in Financial Planning (DipPFS)
*Strong technical knowledge across pensions, investments and protection
*Excellent attention to detail and report writing skills
*Ambitious, proactive and keen to progress into an advisory role
Package & Benefits
*Salary: £42,000 – £47,500 (flexible depending on experience)
*Bonus typically in the region of £4,000 – £6,000
*Hybrid working (3 days office / 2 from home, with flexibility)
*25 days holiday + Christmas closure
*Pension, life cover, income protection and wellbeing support
*Comprehensive benefits package and full study support
This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.
This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years—creating genuine long-term progression opportunities.
The Role
This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base.
Key responsibilities include:
*Preparing suitability reports and conducting detailed technical research
*Producing cashflow modelling and complex financial planning analysis
*Supporting client reviews and ongoing service delivery
*Assisting with client onboarding and drafting recommendations
*Identifying planning opportunities and supporting the delivery of advice
You will gain increasing exposure to client relationships and more complex planning work over time.
The Opportunity
*Join a growing Wealth Planning team with ambitious expansion plans
*Work alongside experienced Chartered Financial Planners
*Clear pathway into an advisory role
*Full support through professional exams, including progression to Chartered status
*Exposure to high-quality HNW clients and holistic financial planning
About You
*Around 2+ years’ experience in a paraplanning role
*Working towards (or holding) the Diploma in Financial Planning (DipPFS)
*Strong technical knowledge across pensions, investments and protection
*Excellent attention to detail and report writing skills
*Ambitious, proactive and keen to progress into an advisory role
Package & Benefits
*Salary: £42,000 – £47,500 (flexible depending on experience)
*Bonus typically in the region of £4,000 – £6,000
*Hybrid working (3 days office / 2 from home, with flexibility)
*25 days holiday + Christmas closure
*Pension, life cover, income protection and wellbeing support
*Comprehensive benefits package and full study support
This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.
Job number 3693255
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...