Junior Wealth Planner

mbf.

Posted 8 hours ago, valid for a day

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

A leading independently owned wealth manager in Central London is seeking a motivated Junior Financial Planner to join their successful team.
The firm manages over £2B in client funds and requires a DipPFS qualified Financial Planner to service and develop a book of high-net-worth clients.
Candidates must be comfortable communicating with clients who have a minimum of £1M in investable assets and should possess strong deal-closing skills.
The role is primarily investment-focused but encompasses all areas of financial planning, with high-quality clients and leads provided.
The base salary starts at £46k, with a flexible structure and significant bonus earning potential for hard-working individuals.

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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