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Financial Planning Assistant (Junior Planner)

  • City of London
  • Permanent
  • £50000

Job details.

MB Fitzgerald are working with a top tier Investment Managers seeking to recruit a key member of staff for their Financial Planning team to be based out of their London City offices.

They currently have a requirement for a good quality Assistant Financial Planner to work closely alongside and provide assistance to the Wealth Planner and a book of UHNW clients. This role will involve a lot of client contact and as such, candidates must have experience of dealing with HNW individuals. You will be responsible for providing an excellent client service and working as part of the client team. You will be working closely with the Financial Planner to ensure outcomes for clients are as required and will accompany the Financial Planner to client meetings, preparing files for the suitability advice process.

This position will suit a candidate who is looking to make a move into a Financial Planner position from a Support or Junior Paraplanner background. Candidates must have experience of working in a fee based IFA environment and should be Diploma qualified or within 1 exams. Scope to move inot an outandoutadvosry role would b 3 years appx

You should have exceptional people skills and will have the ability to quickly form good working relationships with clients. Candidates with Knowledge/experience of working with DFMs and also cashflow modelling will also have an advantage.

This is an excellent opportunity to join one of the most reputable Wealth Management organisations in the UK in a role that offers a genuine progression opportunity to a Financial Planner role. The company have a fantastic training and development team and will fund all professional qualifications to Chartered. On top of this you will be rewarded with an attractive salary and benefits package.


  1. Financial Services

Michael Groves

Founder & Key Account Manager

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