Financial Planner

My client are a boutique founder-owned company providing financial planning solutions to families and individuals. As a business, they are large enough to have depth of expertise, whilst still small enough for their team to know all of their clients personally.

They now have a fantastic opportunity for 2 Junior Financial Planners, with no prior Advising experience required, to join the business and work alongside the Founder of the company. They are offering a package of £45-55k +discretionary bonus.

• You will be shadowing the Founder on his client meetings for the first 9-12 months whilst you learn key skills surrounding the end-to-end advice process.
• Initially, you will be expected to support with the admin involved with these client meetings.
• You will gradually be provided lower value clients to get stuck into during the first 9-12 months.
• After 9-12 months have passed, the Founder of the firm will look to provide you with a client book around the £20m AUM range to kick start your advice career with the company.
• You will then be transitioned onto a performance based bonus scheme, in order to, really ramp up your earning potential!
• You must be Diploma Qualified, due to being heavily involved in the client meeting process from day 1.

We are looking for someone that:

• strives to achieve excellent customer service;
• has excellent communication skills, both written and verbal;
• has good accuracy and attention to detail, with solid numeracy and statistical analysis ability;
• is self-motivated and team-oriented, but with the ability to think and work independently;
• is highly organised and adaptable;
• has a robust work ethic and a strong sense of responsibility; and
• of course has a good sense of humour.