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.