FAQs
What qualifications are required for this position?
Candidates are required to hold a DipPFS qualification.
What is the minimum amount of investable assets that clients typically have?
The clients typically have a minimum of £1 million in investable assets.
What is the base salary for the Junior Wealth Planner role?
The base salary starts at £46,000, with flexibility based on experience.
Is there an opportunity for bonuses in this role?
Yes, there is a clear and achievable high bonus earning potential.
What type of clients will the Junior Wealth Planner be working with?
The Junior Wealth Planner will be working with high-net-worth (HNW) clients.
Is this role primarily focused on investments?
Yes, the role is primarily investment-focused but encompasses all areas of financial planning.
What are the expectations regarding deal closing in this role?
Candidates must be comfortable and capable of closing deals, as it is a necessity for this position.
Where is the office located?
The office is based in Central London.
What kind of corporate culture can candidates expect?
Candidates can expect to work in a genuine top-tier organization that offers a high level of support and rewards for hard work.
Is this role suitable for individuals focused on long-term career development?
Yes, this role is very much suited to a career-focused individual.