Junior Financial Planner
London / South East (Hybrid)
Up to £75,000 + Bonus + Excellent Benefits
A leading private banking and wealth management firm is looking to appoint a Junior Financial Planner to join its Wealth Management team.
This is an excellent opportunity for a developing adviser or experienced paraplanner looking to step into a client-facing role, working alongside senior professionals and gaining exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
Key Responsibilities:
* Support senior advisers in managing HNW/UHNW client relationships
* Attend client meetings and contribute to financial planning discussions
* Assist in delivering holistic advice across pensions, investments, and tax planning
* Work closely with internal specialists to develop tailored solutions
* Build understanding of client objectives, risk profiles, and suitability requirements
* Support new business development activities
About You:
* Background in paraplanning, financial planning, or wealth management
* Experience supporting or working with HNW clients is advantageous
* Diploma qualified (Level 4 minimum), ideally progressing towards Chartered
* Strong communication skills and desire to move into a client-facing role
* Ambitious, professional, and eager to develop
Package:
* Salary up to £75,000
* Bonus and full benefits package
* Hybrid working
Candidates must have a minimum of three years’ experience working as a Paraplanner and demonstrate a strong technical understanding of financial planning. Applicants should be either fully Chartered or within two exams of achieving Chartered status, with a clear commitment to completing their qualifications.
This role offers a clear pathway into a fully-fledged Financial Planner position within a highly respected and supportive environment.