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Junior ifa

London
Permanent
Heat Recruitment
Posted: 16 December
Offer description

Location

London

Salary £35000 - £35000 TypePermanent WorkplaceHybrid Ref89500

Junior Financial Adviser (IFA)

Location: Central London
Salary: £35,000 per annum + up to 35% bonus
Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH)
Working Hours: Full-time

Job Description

Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a fully independent IFA firm, working exclusively with some exciting major corporate clients such as Facebook.
You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026.

As a Junior Adviser, youll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a brand-new role, so flexibility and a proactive mindset are key as youll help shape the programme alongside the leadership team.

Key Responsibilities

1. Provide financial advice to a portfolio of clients
2. Build strong relationships and deliver excellent client service
3. Support the development of the advisory programme
4. Work closely with the COO and wider team of IFAs and administrators
5. Maintain up-to-date knowledge through CPD and further qualifications

Requirements

6. Level 4 Diploma in Financial Planning (DipFA or equivalent) essential
7. CAS authorised
8. CF30
9. 1-2 years IFA experience
10. Ideally academy-trained
11. Strong sales and communication skills
12. Confident in client-facing situations
13. Sociable, adaptable, and eager to learn
14. Comfortable working in a small, entrepreneurial team

Benefits

15. Salary: £35,000
16. Bonus: 35%, based on 3x threshold
17. Hybrid working: 2 days WFH
18. Standard pension and holiday allowance
19. Support with CPD and further exams
20. Opportunity to take on a client bank from day one
21. Long-term career progression in a growing firm

About the Company

Youll be joining a small, collaborative team of 6 experienced IFAs with a strong administrative team behind you, managing around £350M AUM. The company is fully independent and prides itself on delivering high-quality financial planning to prestigious corporate clients.

Apply today to launch your career in financial advice with a firm that values growth, flexibility, and long-term development.

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