Job Description
Junior Wealth Planner / Junior Independent Financial Adviser – Croydon
Salary: Up to £50,000 (DOE)
Location: Croydon | Office-based, Monday–Friday
Ready to step into a client-facing advisory role?
An established and highly regarded wealth management firm in Croydon is looking for a Diploma-qualified Junior Wealth Planner to take the next step in their career. If you’re currently a Senior Paraplanner or Junior Adviser and eager to build long-term client relationships, this is an excellent opportunity to progress.
The Opportunity
Working closely with experienced Wealth Managers, you’ll help deliver tailored financial planning solutions to high-net-worth individuals and business owners. You’ll gain hands-on exposure across pensions, investments, tax planning, and estate planning while developing your own client portfolio.
Key Responsibilities
• Collaborate with senior advisers to design and implement holistic financial plans
• Prepare comprehensive reports and present personalised recommendations
• Manage and develop your own portfolio of clients
• Attend and actively contribute to client meetings
• Continue developing technical knowledge and advisory skills with full support
About You
• Diploma in Financial Planning (or equivalent)
• Background as a Senior Paraplanner or Junior Adviser ready to progress
• Strong understanding of pensions, investments, tax, and estate planning
• Confident communicator with excellent relationship-building skills
• Ambitious, motivated, and keen to grow within a collaborative team
• Comfortable working office-based in Croydon, five days a week (initially)
What’s On Offer
• Salary up to £50,000, depending on experience
• Clear and structured career progression
• Inherited client bank of 100+ active clients with circa £15m AUM
• Full study support towards Chartered status and beyond
• Supportive, professional environment that values long-term success
Take the Next Step
If you’re ready to advance your career in wealth management, we’d love to hear from you.
Send your CV to Sam at Financial Divisions.