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 Par...