FAQs
What qualifications are required for this position?
Candidates must be DipPFS qualified to apply for the Junior Wealth Planner role.
What is the salary range for this job?
The base salary starts at £46k, and it is flexible depending on experience, with high bonus earning potential.
Who are the clients I will be working with?
You will be working with high-net-worth (HNW) clients who have a minimum of £1 million in investable assets.
Is this role primarily focused on investments?
Yes, this is primarily an investment-focused role but will also encompass all areas of financial planning.
Are leads provided for clients?
Yes, high-quality clients and leads are provided, but the individual must also be capable of closing deals.
What type of work environment can I expect?
You will be working in a busy and highly profitable team within a top-tier organization.
Is this position suitable for career-focused individuals?
Yes, the role is very much suited to career-focused individuals who are willing to work hard and achieve high earning potential.
Where is the company located?
The company is based in Central London.
What benefits are included in the compensation package?
The benefits package is first-class, designed to reward hard work and performance. Specific details can be discussed during the interview process.
Is experience working with high-net-worth clients necessary?
While it's beneficial to have experience with high-net-worth clients, the essential qualification is being DipPFS qualified and having the ability to communicate effectively at that level.