Junior Financial Planner – North London

recruitukltd Salary: £40-50k

RecruitUK are currently representing an award winning boutique Wealth Management firm in North London.

They are looking to recruit a junior Financial Planner to work closely with the Managing Director, who is managing a client portfolio which generates c£1million of revenue per annum. There will be a mini succession of a proportion of their client portfolio, with a focus on building upon this. You will be fully support by a technical back office team and a business development manager. This is an excellent opportunity to work with a boutique wealth management firm and gain an excellent level of exposure to HNW private client advice.

What’s on offer:

  • Salary between £40-50k
  • Competitive bonus
  • Full benefits package
  • Excellent training and development
  • Opportunity to work with HNW clients (£1million+)
  • Exposure to a fully independent bespoke advice service

Ideal Candidate:

  • Level 4 Diploma in Financial Planning
  • Strong working knowledge of Investments, Pensions, IHT and Estate planning
  • In depth technical understating
  • Experience in paraplanning (desirable)
  • Excellent client relationships skills

If you are interested in discussing this role in further detail, then submit your details and our senior consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail. Alternatively, give Tom a call on 01179170414

To apply for this job email your details to thomas.barton-howarth@recruitukltd.co.uk