Junior Financial Planner

ZipRecruiter; London; Remote; GBP 42,000 - 50,000; Full time

Job summary

A leading financial planning organisation seeks a junior adviser to effectively manage existing client relationships and deliver financial advice. This home-based role offers competitive salary and benefits, providing opportunities to focus on client engagement without the hassle of client acquisition.

Benefits

Bonus opportunity

Benefits package

Qualifications

• Experience in financial services as a client-facing paraplanner or financial adviser.
• Level 4 diploma required.

Responsibilities

• Manage a book of existing clients and ensure they receive excellent service.
• Proactively engage with clients and address financial planning requirements.
• Attend occasional client meetings and company team meetings.

Skills

Client engagement

Financial advising

Education

Level 4 diploma

Job description

Job Description

We are recruiting for a highly regarded financial planning organisation who are recruiting a junior adviser to join the team. The role is to manage a book of existing clients on behalf of the business and ensure the clients receive an excellent level of service.

You will be home based and you required to pro-actively engage with the existing clients of the business and service their financial planning requirements. there will be occasional visits to the client homes or office to meet clients in person as required. There will also be occasional company team meetings however these will be infrequent.

Your experience will be in financial services - either as a client facing paraplanner or as a financial adviser looking for an environment with clients provided and given the opportunity to focus on giving advice.

You must also be at least level 4 diploma qualified to be considered.

There is a salary of up to £50,000 plus benefits and also a bonus opportunity on offer.