Junior Financial Planner

Are you an experienced wealth management professional looking to take the next step into financial advice?

We’re excited to be partnering with a boutique financial planning and investment management firm based in Brighton. They’re seeking a Trainee Financial Planner to join their team on an employed basis.

This is a fantastic opportunity to become part of a well-regarded, boutique firm providing tailored financial planning services to High-Net-Worth individuals across the South Coast.

You'll be working alongside a team of seasoned financial planners with an excellent industry reputation and a proven track record of developing successful advisers.

What you’ll be doing:

Delivering financial advice on pensions, investments, insurance, and protection.
Managing an existing portfolio of clients located on the South Coast.
Progressing through a structured development programme with the goal of achieving Competent Adviser Status (CAS). 

What you need to apply:

A strong understanding of the advice process and experience in a regulated environment.
Level 4 qualified (or near completion).
At least 3 years’ experience in a financial advice or wealth management firm. 

What’s in it for you:

Competitive salary up to £50,000 + bonus.
Clear path to becoming a fully-fledged adviser in a respected firm.
Full exam funding and support.
Long-term progression opportunities in a forward-thinking business. 

To apply, click the button or reach out directly to Dan:

(email address removed) (Just .co)