Trainee Wealth Planner

  • Location

    West End, London

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £45000 - £50000 per annum + plus bonus

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Consultant:


A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team.

My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.

This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can close deals, this is a necessity.

In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package.

You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.