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Trainee Financial Planner to IFA — Mentored Client-Facing

Job in Witney, Oxfordshire, OX28, England, UK
Listing for: mbf
Apprenticeship/Internship position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below
Position: Trainee Financial Planner to IFA — Mentored Client-Facing Role
An independent financial planning firm in Witney is seeking a Trainee Financial Planner to work closely with a Senior Planner. This role is aimed at Level 4 qualified professionals looking to advance into client-facing advisory roles. The position offers comprehensive training, direct mentorship, and opportunities for career growth. Responsibilities include shadowing experienced planners and managing client relationships. A competitive salary up to £50,000, plus benefits and a structured development program, are part of the offer.
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