At a Glance
- Tasks: Deliver personalised financial planning advice and prepare client presentations.
- Company: Reputable Wealth Management firm with a focus on high-net-worth clients.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Other info: Opportunity for career growth and continuous learning in a dynamic industry.
- Why this job: Join a top-performing team and make a real impact in clients' financial futures.
- Qualifications: 3 years' experience in paraplanning and a Level 4 CII Diploma required.
The predicted salary is between 30000 - 40000 £ per year.
The Client
A highly regarded Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Plymouth.
The Role
The Junior Financial Planner will sit within a top performing team who are generating significant client business. This is an integral role taking responsibility for a selection of clients and delivering high quality, personalised financial planning advice under supervision. The Junior Financial Planner will conduct client meetings (jointly with a Senior Director), ensuring clear communication of recommendations and strategy. The Junior Financial Planner will prepare and present financial plans, ensuring they align with clients’ goals, risk profiles, and regulatory standards. Use existing paraplanning expertise to produce accurate technical calculations, cashflow modelling, and suitability reports. There will be Paraplanning support also provided. The Junior Financial Planner will support the Financial Advice process by researching products, providers, and solutions aligned with client objectives. Maintain up-to-date technical knowledge on taxation, investments, pensions, protection, and broader financial planning considerations. The Junior Financial Planner will confidently draft and co-ordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template.
The Candidate
- Minimum 3 years’ experience as a Paraplanner or Assistant Wealth Planner
- Client facing experience, as well as preparing suitability reports, cashflow models, and complex technical research.
- Ability to interpret technical and regulatory information and apply it to client scenarios.
- CII Diploma in Regulated Financial Planning (Level 4) - essential
- Working towards (or willingness to) CII Advanced longer term.
- Product knowledge with the ability to work in a small team.
- Excellent attention to detail
- Exceptional verbal and written communication.
- Organised and methodical.
Locations
Junior Financial Planner , DipPFS , Wealth Management in Devon, Plymouth employer: JJ SEARCH LIMITED
Join a prestigious Wealth Management firm in Plymouth, where you will be part of a high-performing team dedicated to delivering exceptional financial planning services to HNW and UHNW clients. With a strong emphasis on professional development, this role offers comprehensive support and training opportunities, ensuring you grow your expertise in a collaborative and dynamic work environment. Enjoy the benefits of working in a supportive culture that values innovation and client satisfaction, making it an ideal place for those seeking a meaningful career in finance.
