Junior Wealth Planner Role in Woodmead

🌟 We're Hiring: Junior Wealth Planner RoleAre you passionate about helping people achieve financial freedom? Do you have a knack for numbers and a heart for service? Join our dynamic team as a Junior Wealth Planner and kickstart your career in one of the most rewarding industries out there.💼 About the RoleAs a Junior Wealth Planner, you'll work closely with clients to support them in building smart financial strategies. From budgeting and investment planning to retirement and insurance solutions, you'll be part of a team that empowers individuals and families to make confident financial decisions.🚀 What You'll DoAssist in developing personalized financial plans for clientsConduct research on investment options, market trends, and financial productsSupport client onboarding and maintain accurate recordsParticipate in client meetings and follow-up communicationsStay up-to-date with financial regulations and industry best practices🎯 What We're Looking ForA degree in Finance, Economics, Business, or related fieldStrong and effective communication skillsEagerness to learn and grow in a fast-paced environmentIntegrity, professionalism, and a client-first mindsetGo getters with a good network to launch fromAt least 2 years of work experienceIndividual with a clear criminal record and credit historyIndividual with their own carOwn laptop🌱 What We OfferMentorship from experienced wealth planners.Competitive remuneration commission structure with performance-based incentivesOngoing training and professional developmentA collaborative, inclusive, and growth-oriented cultureOpportunities to advance within the firm📩 How to ApplyIf you feel you would be a good fit for our client, please apply on this platform today!