Junior Financial Planner
Salary
40,000 (50,000 OTE)
Location
London
Job Type
Full Time
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Job Title: Junior Financial Planner
Industry: Financial Advice
Location: London
Salary: £40,000 (£50,000 OTE)
Reference Number: 13780
Job Description:
Recruit UK are working on an excellent opportunity for a Junior Financial Planner in London to join a leading Specialist Wealth Management firm.
This is a junior role, with full training and development and clear cur progression into a Financial Planner. You will be given a portfolio of clients with c£150,000 investable to manage, focusing on reviews, client retention and identifying potential new business opportunities. A lot of the work will be conducted over the phone, which will allow you to develop your skill set and obtain CAS status quickly with the oversight of a senior FP.
This would suit either a paraplanner or an associate/trainee level adviser who lack clear progression in their current role.
What’s in it for you:
- Salary of £40,000
- Discretionary bonus (c£10,000)
- Pension, DIS, PMI, PHC
- Full support with professional development
- Progression into Financial Planner
- Level 4 Diploma (CII, CISI or LIBF)
- Experience working within a Financial Planning environment
- Excellent client skills
- Committed to a career as a Financial Planner
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.