Junior Financial Planner
Location: London (Hybrid)
Salary: Competitive basic + bonus
Client Bank Provided | Guaranteed Leads from 2026
The Opportunity
We are looking for a motivated Junior Financial Planner to join our growing London-based team. This is a rare opportunity for an adviser who wants to step into a role with an existing client book of circa £2 million AUM from day one, alongside guaranteed new business leads from 2026.
You will be supported by an experienced team, robust systems, and a clear pathway for long-term career progression.
The Role
1. Take over and manage an existing client bank (c. £2m AUM)
2. Deliver holistic, compliant financial advice to a range of private clients
3. Conduct client reviews and build long-term relationships
4. Develop new business from firm-provided leads (from 2026 onward)
5. Work closely with paraplanners and administrators to deliver high-quality client outcomes
6. Maintain high standards of FCA compliance and client care
About You
7. 1–2 years’ experience in a financial advice role
8. CAS authorised
9. CF30 approved
10. Strong client-facing and communication skills
11. Ambitious, professional, and keen to develop as a long-term adviser
12. Comfortable managing an existing client book while growing new relationships
What We Offer
13. Competitive basic salary
14. Performance-related bonus
15. Immediate access to an existing client book (~£2m AUM)
16. Guaranteed firm-provided leads from 2026
17. Hybrid working in London
18. Full admin and paraplanning support
19. Clear progression and development opportunities within the business