Junior Financial Planner

Posted 5 days ago by MB Fitzgerald
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MB Fitzgerald is currently working with one of our most highly regarded clients to recruit for a Junior Financial Planner to join their team. You will be based from the businesses London office. Hybrid working is available with the option to work from home up to 2 days a week.

Our client is a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK.

Your role within the business will be to work alongside the Directors to assist in servicing an existing client bank with clients in excess of £500,000 as a minimum. Average clients generally have £1/1.5M assets under management.

Within the first twelve months you will provide some paraplanning support whilst assisting to build relationships and provide advice to their portfolio of clients. You will then transition into a full Financial Planner role within around 15-18 months.

This is essentially a fast tracked route into a Financial Planner role within one of the top firms in the UK.

Candidates must have 5+ years experience in the market as a minimum, with the last 3 as a Senior Paraplanner or Junior Financial Planner. Diploma is essential and advanced exams towards Chartered status would be considered advantageous.

Package will be to £60,000 + Bonus & Excellent Benefits Package.

Reference: 44773842

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