Trainee Wealth Planner

  • Location

    City of London, London

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £40000.00 - £47500.00 per annum + Bonus and Benefits

  • Contact:

    Callum Danaher

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Startdate:


This is a genuinely rare opportunity to work for the Financial Planning arm of one of the most prestigious names in the Wealth Management Sector.

Due to mergers/acquisitions resulting in continued growth within the Wealth Planning Division, they now seek at least one Paraplanner who is looking to be fast tracked into a client facing role in the next 12-24 months (a full book of high quality clients and future leads will be provided).

This client is at the top tier of wealth planners and can offer a first class working environment and the opportunity to work with genuine UHNW clients. They are looking for candidates who want to progress to Chartered level and who want to move into an advisory role in the future - they want high quality ambitious individuals. The Financial Planners share clients with the Investment Managers so there will be a great deal of interaction with the discretionary team too.

Candidates will ideally be educated to degree level and be DipPFS as a minimum (ideally working towards chartered). You will be a polished individual who is comfortable engaging with high level clients both over the phone and face to face.

This a truly unique opportunity offering unrivalled career development opportunities and earning potential. Benefits include highly competitive salary, up to 20% pension and first class bonus.