https://jobs.co.uk/job/trainee-financial-planner-mbf--9a302237-5d66-4c1d-a4ce-8835f9c99754 RSS feed for Trainee Financial Planner at mbf.. en-gb Sun, 24 May 2026 08:13:37 GMT https://jobs.co.uk/job/trainee-financial-planner-mbf--9a302237-5d66-4c1d-a4ce-8835f9c99754 https://jobs.co.uk/job/trainee-financial-planner-mbf--9a302237-5d66-4c1d-a4ce-8835f9c99754 Tue, 19 May 2026 11:52:59 GMT Location: Godalming | Salary: 40000.00-40000.00 Annual | Type: Permanent | An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role.This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment.The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time.This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications.The OpportunityYou will gain exposure to:High-net-worth private clientsPension, investment and holistic financial planning strategiesCashflow modelling and technical analysisClient meetings and relationship managementA personalised, relationship-led wealth management environmentA structured route towards becoming a Financial Adviser with... Permanent