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Junior Private Wealth Planner - Hybrid & Growth
Remote / Online - Candidates ideally in
Plymouth, Devon, PL2, England, UK
Listed on 2026-07-24
Plymouth, Devon, PL2, England, UK
Listing for:
CB3 Associates Ltd
Full Time, Remote/Work from Home
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
CB3 Associates Ltd in South Yorkshire is seeking a Junior Financial Planner to deliver high‑quality financial planning and wealth management to private clients, while developing new business from warm in‑house leads. You’ll work in a hybrid, home-based setup with full client support and clear career progression.
The role requires a QCF Level 4 Diploma (minimum) and private wealth advisory experience; base salary £40k with bonus and realistic OTE £60k+.
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