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.

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Junior Financial Planner