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Junior Financial Planner

2 months ago

City of London, United Kingdom JJ Search Ltd Full time
Job Overview

About the Company

A reputable and well-established firm specializing in Wealth Management, focusing on Discretionary Investment Portfolios.

Position Summary

The Junior Financial Planner will collaborate with seasoned Paraplanners, providing essential support to Wealth Planners within a distinguished and successful wealth management organization. This position presents a valuable opportunity to pursue Financial Planning qualifications.

The Junior Financial Planner will engage in various tasks, including but not limited to:

  • Assisting in the preparation of financial documents and reports.
  • Conducting research to support financial strategies.
  • Learning and applying industry best practices in financial planning.

This role is ideal for individuals seeking to develop their expertise in the financial services sector while contributing to a dynamic team.


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