At a Glance
- Tasks: Deliver personalised financial planning advice and support client meetings with a Senior Director.
- Company: A highly regarded Wealth Management firm based in Bristol.
- Benefits: Gain valuable experience in a top-performing team with career growth opportunities.
- Other info: Join a dynamic environment with a focus on continuous improvement and technical knowledge.
- Why this job: Make a real impact on high-net-worth clients while developing your financial planning skills.
- Qualifications: Minimum 3 years as a Paraplanner, CII Diploma in Regulated Financial Planning 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 Bristol.
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 Diploma.
- 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 Newport, Wales employer: JJ SEARCH LIMITED
As a highly regarded Wealth Management firm based in Bristol, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. Our Junior Financial Planners benefit from comprehensive training, mentorship from experienced professionals, and opportunities for career advancement within a dynamic team dedicated to delivering exceptional service to high-net-worth clients. Join us to be part of a company that values innovation, professional growth, and a commitment to excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Planner , DipPFS , Wealth Management in Newport, Wales
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like JJ SEARCH LIMITED.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to JJ SEARCH LIMITED's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Junior Financial Planner , DipPFS , Wealth Management in Newport, Wales
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
