JJ SEARCH LIMITED
Junior Financial Planner , DipPFS , Wealth Management
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The Client
A highly regarded Wealth Management firm servicing Financial Planning needs of HNW & UHNW clients, the main office is based in Cambridge.
The Role
The Junior Financial Planner will sit within a top-performing team who are generating significant client business. This is an integral role taking responsibility to support Senior Wealth Planners delivering high-quality, personalised financial planning advice.
- The Junior Financial Planner will attend client meetings (jointly with a Senior Director), ensuring clear communication of recommendations and strategy, and will prepare reports and present financial plans, ensuring they align with clients’ goals, risk profiles, and regulatory standards.
- Use existing paraplanning expertise to produce accurate technical calculations, cashflow modelling, and suitability reports.
- The Junior Financial Planner will support the Financial Advice process by researching products, providers, and solutions aligned with client objectives.
- Maintain up-to-date technical knowledge on taxation, investments, pensions, protection, and broader financial planning considerations.
- The Junior Financial Planner will confidently draft and coordinate technical documents and research for client presentations, maintain accurate records, prepare review packs and pre-meeting materials and continuously look for ways to improve the suitability report template.
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The Candidate
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- Minimum 2-3 years’ experience as a Paraplanner or Assistant Wealth Planner
- Client-facing experience, as well as preparing suitability reports, cashflow models, and complex technical research.
- Ability to interpret technical and regulatory information and apply it to client scenarios.
- CII Diploma in Regulated Financial Planning (Level 4) - essential
- Working towards (or willingness to) CII Advanced longer term.
- Product knowledge with the ability to work in a small team.
- Excellent attention to detail.
- Exceptional verbal and written communication.
- Organised and methodical.
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