At a Glance
- Tasks: Deliver personalised financial planning advice and prepare tailored financial plans.
- Company: Reputable Wealth Management firm in Plymouth with a supportive team culture.
- Benefits: Professional development opportunities and collaboration with experienced professionals.
- Other info: Join a dynamic team focused on client success and personal growth.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: At least 3 years as a Paraplanner with strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
JJ SEARCH LIMITED, a reputable Wealth Management firm in Plymouth, is seeking a Junior Financial Planner. This role involves delivering personalized financial planning advice, conducting client meetings with a Senior Director, and preparing financial plans aligned with clients’ goals.
The ideal candidate will have at least 3 years of experience as a Paraplanner, with strong communication skills and a focus on detail. The position offers opportunities for professional development and collaboration within a supportive team.
Junior Financial Planner: Paraplanning & Client Strategy in Plymouth employer: JJ SEARCH LIMITED
JJ SEARCH LIMITED is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Plymouth. With a strong emphasis on professional development, employees are encouraged to grow their skills and advance their careers while delivering meaningful financial planning advice to clients. The firm values detail-oriented individuals and offers a dynamic environment where teamwork and client success are at the forefront.
