mbf. in Hagley, West Midlands, is seeking a Diploma-qualified (or nearing qualification) Trainee Financial Adviser. This structured role lets you learn the business, shadow experienced advisers and progressively take on more client responsibility as your confidence grows.
In your first year you’ll support paraplanning, assist with client administration, attend meetings and start building relationships. You’ll eventually advise existing clients with portfolios around £250,000–£500,000 as you
#J-18808-LjbffrTrainee Financial Adviser: Path to Adviser in Stourbridge employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
