At a Glance
- Tasks: Support Senior Wealth Planners and deliver personalised financial advice to high-net-worth clients.
- Company: Join a dynamic team at JJ SEARCH LIMITED in Cambridge.
- Benefits: Gain valuable experience, mentorship, and opportunities for professional growth.
- Other info: Collaborative environment focused on continuous improvement and client satisfaction.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: 2-3 years of paraplanning experience and a CII Diploma Level 4 required.
The predicted salary is between 30000 - 40000 £ per year.
JJ SEARCH LIMITED seeks a Junior Financial Planner for our Cambridge team.
You will support Senior Wealth Planners, attend client meetings, and help deliver high-quality, personalised financial planning advice to HNW clients.
With 2–3 years’ paraplanning or assistant wealth planning experience and a CII Diploma Level 4, you will research solutions, prepare cashflow models and reports, and help continually improve the suitability documentation.
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We think you need these skills to ace Junior Financial Planner: Client-Facing Wealth Advisory in Cambridge
Client Relationship Management
Financial Planning
Paraplanning
CII Diploma Level 4
Cashflow Modelling
Report Preparation
Research Skills
