CB3 Associates Ltd in South Yorkshire is seeking a Junior Financial Planner to deliver high‑quality financial planning and wealth management to private clients, while developing new business from warm in‑house leads. You’ll work in a hybrid, home-based setup with full client support and clear career progression.
The role requires a QCF Level 4 Diploma (minimum) and private wealth advisory experience; base salary £40k with bonus and realistic OTE £60k+.
#J-18808-LjbffrJunior Private Wealth Planner - Hybrid & Growth employer: CB3 Associates Ltd
Join a well-established and growing financial planning business that prioritises employee development and offers a clear progression pathway into a Trainee Paraplanner role within just 6-12 months. Enjoy the flexibility of 100% remote working, alongside a competitive salary package that includes a 4% pension, private medical insurance, and full study support for your professional qualifications. With a supportive work culture and a commitment to providing an excellent client experience, this company is an ideal employer for those seeking meaningful and rewarding career growth in the financial services sector.
