Junior Financial Planner - Chelmsford, Essex - £35k to £45k

£35,000 - £45,000 yearly
  • Recruit UK
  • Chelmsford, UK
  • 04/06/2019
Full time Trainee / Apprentice Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Junior Financial Planner

Industry: Wealth Management

Location: Chelmsford, Essex

Salary: £35,000 – £45,000

Reference Number: 13801

Job Description:

Recruit UK are working on an exciting opportunity for an aspiring Financial Planner in Chelmsford to join a successful regional team of one of the UK’s leading Wealth Management firms. They are true pioneers in the dual professional, Financial Planning and Investment Management model, managing over £25billion of assets from 30 regional hubs.

You will be joining a dynamic team and will work closely with senior advisers to develop your skills and expertise, giving you the ability to take on your own portfolio of clients. They will train you up in all aspects of the process, including business development, client management and how to work effectively with the in-house investment team.

This is an excellent opportunity for an Associate/Assistant level adviser or a paraplanner who is lacking progression in their current role and is looking for a company which is committed to their development.

What’s in it for you:

  • Salary between £35,000-£45,000
  • Performance related bonus
  • Attractive benefits
  • Extensive training and development
  • Fully funded studies up to Chartered Fellow
  • Clear cut progression up to Director/Partner


Skills and experience required:

  • Level 4 Diploma – Financial Planning (CII, CISI or CISI)
  • Experience working Wealth/Private client advice
  • Strong understanding of the Financial Planning process
  • Commitment to a career as a Financial Planner (desire to progress)


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK leading Wealth Management firm based in Chelmsford on a Junior Financial Adviser role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs website when applying for this role •