Junior Financial Planner: Cashflow Modeling & Client Advisory

JJ SEARCH LIMITED in Bristol is seeking a Junior Financial Planner to join a top-performing team servicing HNW & UHNW clients. This role involves conducting client meetings, preparing financial plans, and delivering personalized advice under supervision.

The ideal candidate will have at least 3 years of experience as a Paraplanner or Assistant Wealth Planner. Strong attention to detail and the ability to interpret technical and regulatory information are essential. The position offers a dynamic work environment with a focus on professional growth.

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