Trainee Financial Planner - Client-Facing Path to Chartered in Cambridge

Trainee Financial Planner - Client-Facing Path to Chartered in Cambridge

Cambridge Trainee No working from home possible
mbf

mbf. in Cambridge is seeking an ambitious Paraplanner or Junior Adviser to transition into a client-facing advisory role. You will work closely with a Senior Chartered Adviser to support high-net-worth clients and gradually manage your own portfolio. This role offers clear pathways for career progression in a hybrid working environment.

Ideal candidates will be Level 4 Diploma qualified or working towards Chartered status with strong technical skills and a desire to develop into a confident Financial Planner.

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mbf

Contact Details:

mbf Recruitment Team