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Junior Wealth Planner

mbf.
Posted 15 days ago, valid for 11 days
Location

London, Greater London EC2V 7WS, England

Salary

£50,000 - £60,000 per annum

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Contract type

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

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  • A leading wealth management firm in Central London is seeking a Junior Financial Planner to join their team.
  • The role requires a DipPFS qualified candidate with experience in managing high-net-worth clients with a minimum of £1M in investable assets.
  • This position is primarily investment-focused but includes all areas of financial planning, emphasizing the need for strong closing skills.
  • The base salary starts at £46,000, with significant bonus earning potential, making it a lucrative opportunity.
  • Candidates should be career-oriented and prepared to work hard in exchange for top-tier rewards and benefits.

A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.In return, you will be working for a genuine top tier organisation who can offer first class firs class earning potential and benefits package. Base salary starts at £46k (flexible) but with a clear and achievable high bonus earning potential.

You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.

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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.