Junior Financial Planner

A well-established and highly regarded independent financial planning firm is looking to bring a Junior Financial Planner on board as part of their structured Articled Planner Programme .

This is an excellent opportunity for a recent graduate who is serious about building a long-term career in financial planning and working towards their CFP® designation , while gaining meaningful, hands‑on experience in a professional and supportive environment.

You will be mentored by experienced, certified professionals and exposed to the full financial planning process, combining strong technical training with real client interaction.

What you can expect in the role

You will be involved in client meetings, gaining exposure to how relationships are built and maintained, and developing your ability to understand client needs and life changes. On the technical side, you will assist with the preparation of detailed financial plans, as well as finan...