mbf is offering a structured entry route into financial advice. The role starts with paraplanning and client administration, with exposure to client meetings and mentoring to grow towards becoming a Financial Adviser.
The successful candidate will work with a small team in a supportive, non-micromanaged environment and have a clear path for progression. Initial responsibilities focus on building knowledge and client relationships, with the aim of advising existing clients once ready.
#J-18808-LjbffrTrainee Financial Planner: Mentored 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.
