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Junior Financial Planner

5 months ago

London, United Kingdom Recruitment Rebellion Full time

**Are you an experienced paraplanner or assistant adviser looking for a rewarding career as a financial adviser?**
**Look no further Tanager Wealth Management seeks a talented individual like you to join our dynamic team in London and train as a financial planner.**

**Opportunity**

At **Tanager**, we believe in the value of progression, exam support, and training. As a junior financial adviser, you will have the chance to grow your career and expand your knowledge. We are looking for someone eager to embark on a journey of professional growth and take their expertise to the next level.
Tanager Wealth Management is an equal opportunities employer that values honesty, knowledge, learning, trustworthiness, and contribution.

**About the Role**
- Assist with the preparation of advice on investments and pensions across multiple jurisdictions
- Maintain strong relationships with clients, ensuring positive outcomes and exceptional service
- Conduct comprehensive research and analysis to meet client needs and objectives
- Develop and maintain internal relationships to support business flow and meet targets
- Ensure compliance with regulatory and legal requirements
- Present technical data to clients effectively
- Utilise cashflow modelling to address the complex multi-jurisdiction tax and financial planning scenarios
- Maintain accurate client records and stay up to date with regulatory changes

**Essential**
- Several years experience in a paraplanning technical role or associate financial planner role
- Level 4 diploma and aiming for higher
- A collaborator and clear communicator
- Unrestricted rights to work in the UK

**Desirable**
- Experience in cashflow modelling
- A degree, or degree-level qualification, would be preferred but is not necessary
- Commitment to study towards chartered financial planner status
- Ability to interact with internal and external stakeholders in a confident, professional and natural manner
- Attention to detail
- Ability to work on multiple tasks simultaneously
- Comfortable working in a team
- Time management and prioritisation
- Solid IT skills, including Word & Excel
- Confident learner of new software tools
- Excellent telephone manner
- Outstanding written and oral communication
- Broader experience with other parts of a financial planning business client services/investment management/trading

**Salary & Benefits**

**Basic salary: to £45K**
Discretionary bonus and performance-related bonus
25 days holiday
5% pension contribution
Income protection cover
Access to Private Medical Insurance
Perkbox membership
Industry body membership
Cycle scheme
Tech scheme
Free gym and swimming pool in the building
1 Community/Charity day per year
Support for professional and personal development - study materials & exams

**Additional Information**

We offer hybrid working once established; however, the nature of the role, training and colleague liaison requires easy access to the office.

Tailored training programme through to chartered financial planner status.

**About Us**

**Tanager** is a wealth management firm that empowers British-American families to achieve their financial goals.

We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.

We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.

We are growing organically due to our exceptional client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.

Please view our website for more information about our company and philosophy.

**Keywords**:Paraplanner, Financial Planning Assistant, Assistant Financial Planner, Financial Planner, Financial Adviser, IFA, Wealth Manager, Financial Advisor, Wealth Planner, Junior Adviser, Junior Advisor, Trainee Adviser, Trainee Advisor, Trainee Financial Planner, Investments, Pensions

**NO AGENCIES PLEASE**

Please be aware that our clients rely on us to ensure the applicants we send are suitable for them, so you are more likely to get a positive response if you follow these tips:

- Check that you meet the criteria for the role
- Tailor your CV to highlight your experience and relevant achievements to the position

**Job Types**: Full-time, Permanent

**Salary**: £40,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Gym membership
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: In person