Junior Financial Planner

Blakemore Recruitment

Posted 9 hours ago, valid for a day

London, Greater London EC2V 7WS, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

We are recruiting for a junior adviser position in a highly regarded financial planning organisation.
The role involves managing a book of existing clients and ensuring they receive excellent service.
Candidates should have experience in financial services, preferably as a client-facing paraplanner or financial adviser.
A minimum of level 4 diploma qualification is required for consideration.
The salary for this position is up to £50,000, along with benefits and a bonus opportunity.

We are recruiting for a highly regarded financial planning organisation who are recruiting a junior adviser to join the team. The role is to manage a book of existing clients on behalf of the business and ensure the clients receive an excellent level of service.

You will be home based and you required to pro-actively engage with the existing clients of the business and service their financial planning requirements. there will be occasional visits to the client homes or office to meet clients in person as required. There will also be occasional company team meetings however these will be infrequent.

Your experience will be in financial services - either as a client facing paraplanner or as a financial adviser looking for an environment with clients provided and given the opportunity to focus on giving advice.

You must also be at least level 4 diploma qualified to be considered.

There is a salary of up to £50,000 plus benefits and also a bonus opportunity on offer.

Apply now in a few quick clicks