mbf. is seeking a Trainee Financial Adviser in Hagley, West Midlands. The role focuses on learning the business, shadowing advisers, and gradually taking on client responsibility as confidence grows.
A Diploma-qualified (or near-qualified) candidate will join a close-knit firm with long-term progression. First year involves paraplanning, client administration, and shadowing; once ready, you’ll begin advising existing clients with portfolios typically between £250,000 and £500,000.
#J-18808-LjbffrTrainee Financial Adviser: Mentored Path to Advisory 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.
