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For Companies At a Glance
- Tasks: Shadow a Senior Financial Planner and gradually take on client interactions.
- Company: Reputable independent financial planning firm with a focus on mentorship.
- Benefits: Up to £50,000 salary, bonus structure, and comprehensive benefits package.
- Why this job: Launch your career as a fully-fledged Independent Financial Adviser with guaranteed client bank.
- Qualifications: Level 4 Diploma in Financial Planning and a strong client-focused mindset.
- Other info: Structured training and hybrid working after onboarding.
The predicted salary is between 36000 - 60000 £ per year.
An established, highly regarded independent financial planning firm is looking to appoint a Trainee Financial Planner to work closely alongside a Senior Financial Planner / Director as part of a structured succession and development plan. This is an outstanding opportunity for a Level 4 qualified Paraplanner or Trainee IFA who is ready to take the next step into a fully client-facing advisory role, with exceptional mentoring, training and long-term career progression.
The opportunity
This role has been designed for someone who wants to become a fully authorised Independent Financial Adviser in the near future, rather than remaining in a technical or support-based position. You will shadow and work directly with a highly experienced Senior Financial Planner/Director, receiving hands-on exposure to client meetings, advice construction and relationship management. Full ongoing training, guidance, and structured development will be provided throughout. Once signed off as competent, you will be transitioned onto a full client book, enabling you to build your own long-term advisory career within the firm.
Key Responsibilities
- Shadowing and supporting a Senior Financial Planner/Director in client meetings
- Gradually taking responsibility for client interactions and advice delivery
- Undertaking a structured training and development programme with a clear pathway to becoming a full IFA
- Assisting with suitability reports, recommendations, and ongoing client servicing
- Managing and developing client relationships over time
- Conducting the majority of client meetings via video, with some office-based and occasional face-to-face meetings
Upon successful completion of training and sign-off, you will be provided with a ready-made client bank. Typical client investable assets range from £150,000 – £250,000+. You will have full autonomy to manage, grow, and develop your client portfolio.
Candidate Profile
- A Paraplanner or Trainee Financial Planner looking to move into an advisory role
- Someone genuinely motivated to become a career Financial Planner / IFA
- Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Strong client-focused mindset
- Ambition, professionalism, and long-term career focus
Salary & Benefits
- Basic salary up to £50,000, depending on experience
- Bonus structure
- Full company benefits package
- Long-term career progression and succession planning
Working Pattern
- Initially office-based (5 days per week) during training and onboarding
- Moving to hybrid working (3 days office / 2 days home) once established
Why Apply?
- Clear, supported route to becoming a fully-fledged IFA
- Direct mentoring from a senior adviser
- Guaranteed client bank once signed off
- Join a professional, client-focused firm with high standards and long-term vision
This is a rare opportunity for a technically strong, Level 4 qualified professional to step into an advisory role the right way, with structure, mentoring, and genuine career progression.
Trainee Financial Planner in Witney employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner in Witney
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or mentors, have a clear and concise introduction ready. Talk about your journey, your qualifications, and why you’re passionate about becoming a Financial Planner. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or attending an event, drop them a quick email thanking them for their time and expressing your interest in opportunities. It shows initiative and keeps you on their radar.
✨Tip Number 4
Apply through our website! We’ve got loads of resources and support to help you land that Trainee Financial Planner role. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Trainee Financial Planner in Witney
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Planner role. Highlight your Level 4 qualifications and any relevant experience that shows you're ready for a client-facing advisory position. We want to see how you fit into our vision!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your motivation for becoming a Financial Planner and how you align with our values. Let us know why you’re excited about this opportunity and what you can bring to the team.
Showcase Your Client-Focused Mindset: In your application, emphasise your strong client-focused mindset. Share examples of how you've successfully managed relationships or provided excellent service in previous roles. We love candidates who put clients first!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at mbf
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially the key concepts and regulations. Being able to discuss your understanding of the Level 4 Diploma in Financial Planning will show that you're serious about stepping into an advisory role.
✨Show Your Client-Focused Mindset
Prepare examples of how you've successfully managed client relationships in the past. This could be from your experience as a Paraplanner or any relevant role. Highlighting your client-focused mindset will resonate well with the firm’s values.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the mentoring process and the structured development programme. This shows your eagerness to learn and grow within the company, which is exactly what they’re looking for.
✨Demonstrate Your Ambition
Be clear about your long-term career goals and how this role fits into them. The firm is looking for someone who is genuinely motivated to become a fully authorised IFA, so let your ambition shine through!
