SonicJobs Logo
Left arrow iconBack to search

Junior Wealth Planner

mbf.
Posted 14 hours ago, valid for 10 days
Location

London, Greater London EC2V 7WS, England

Salary

£60,000 - £72,000 per annum

info
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

info
  • A leading independently owned wealth manager in Central London is seeking a Junior Financial Planner to join their team.
  • The ideal candidate should be DipPFS qualified and have a minimum of 2 years of experience in financial planning.
  • This role focuses on servicing and developing a book of high-net-worth clients with at least £1M in investable assets.
  • The base salary for this position starts at £46k, with significant bonus earning potential.
  • Candidates should be motivated, career-focused, and comfortable working in a high-pressure environment.

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.

Apply now in a few quick clicks

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.