Trainee Financial Planner

Job Summary

mbf. is seeking a Trainee Financial Planner to join its expanding Wealth Planning team in London, UK. This entry‑level role combines paraplanning support with associate advisory duties and offers a salary between £40,000 and £47,500.

Key Responsibilities

• Assist senior planners with client research, data gathering and financial analysis.
• Prepare draft financial plans, reports and presentations under supervision.
• Maintain client records and ensure compliance with regulatory standards.
• Participate in client meetings, taking notes and following up on action items.
• Contribute to the development of investment and retirement strategies.
• Support the team in business development activities and client acquisition events.

Requirements

• Relevant degree or professional qualification (e.g., CFA, IFoA, or equivalent).
• Strong analytical and numerical skills with attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office, particularly Excel; experience with financial planning software is a plus.
• Motivation to build a career in wealth planning and a commitment to continuous learning.

What We Offer

• Competitive salary range £40,000‑£47,500.
• Clear career progression within a fast‑growing, independent firm.
• Mentorship from experienced financial planners.
• Professional development and support for certifications.
• Collaborative office environment in central London.

Frequently Asked Questions

What qualifications are needed for the Trainee Financial Planner role?

A relevant degree or professional qualification such as CFA, IFoA, or equivalent, along with strong analytical and communication skills.

What is the salary range for this position?

The role offers a salary between £40,000 and £47,500 per year, dependent on experience and qualifications.

What career development opportunities does mbf. provide?

mbf. offers mentorship, support for professional certifications, and a clear progression path within its growing Wealth Planning team.