Junior Financial Planner

3 weeks ago


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

About the Company

A reputable and established firm specializing in Wealth Management, known for managing 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:

  • Assisting in the preparation of financial reports and documentation.
  • Conducting research to support financial planning strategies.
  • Collaborating with team members to enhance client service.

This role is ideal for individuals looking to develop their skills in the financial planning sector while contributing to a well-respected firm.


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