Davies Talent Solutions is assisting a wealth management firm in recruiting a Junior Financial Planner to develop through structured mentoring with increasing client exposure and advisory responsibilities.
You will work under a senior Financial Planner, handling client relationships, technical planning tasks, and progression toward an adviser role over a 2–3 year development period. A Level 4 qualification and strong planning knowledge are expected.
#J-18808-LjbffrJunior Financial Planner - Mentored Path to Adviser employer: Davies Talent Solutions
Davies Talent Solutions is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from hands-on experience in procurement within the financial services sector, alongside opportunities for professional growth and development. With a focus on enhancing risk management and strong stakeholder engagement, this role provides a meaningful and rewarding experience for those looking to make a significant impact.
