Junior Financial Planner
other jobs mbf.
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 - £75,000 per annum
Job Description:
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.
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.
Job number 3656284
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...