Junior Financial Planner

Trainee Financial Planner - City of London, London

Ref: 634Wednesday 11 May 2022

£40,000 - £50,000

Want to work for the best financial planning practice to work for in 2022?

No kidding – they have recently been awarded this prestigious title!

We are looking for a Paraplanner who is looking to take that step up or an IFA who is working supervised but wants to start managing their own clients.

On offer is the opportunity to take on over time an established client bank that the Directors want the portfolio serviced and increased. The Adviser who developed the client bank has moved away from the industry so there is no danger of losing clients. To aid in developing the portfolio you will receive leads from Vouched For and referrals from other Advisers in the team. 

Full support will be provided by the companies existing advisers who have 20+ years of experience already in this field.

If you are Level 4 Diploma qualified and seeking an opportunity to take the next step then this is the role 


£40,000 - £50,000



28 days annual leave + bank holidays

Hybrid working (3 office / 2 remote)

Company holidays (Previous trips have included Dublin & Brussels)

Company Pension Scheme


3 x Life Assurance


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