Junior Wealth Planner

mbf.

Posted a day ago, valid for 16 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

A leading independently owned wealth management firm in Central London is seeking a motivated Junior Financial Planner to join their profitable team.
The ideal candidate should be DipPFS qualified and have experience working with high-net-worth clients, managing a minimum of £1M in investable assets.
This role focuses primarily on investments but also encompasses all areas of financial planning, requiring strong deal-closing skills.
The base salary for this position starts at £46k, with a flexible structure and high bonus earning potential.
Candidates should be career-focused and ready to work hard in exchange for a first-class earning potential and benefits package.

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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