Required Skills
* Level 4
Job Summary
Role: Junior Financial Advisor
Salary: £50,000 base salary + performance bonus
Location: London
A well‑established, advice‑led financial planning practice is seeking a driven and client‑focused Junior Advisor to join its growing team. This is a rare opportunity to build a long‑term career within a supportive, high‑quality environment where integrity, professionalism and client outcomes come first. This role is designed for someone who wants to develop into a trusted advisor, not chase transactional sales targets.
The Opportunity
You will join as a Junior Advisor, working closely with the founder and wider team. From day one, you will gain exposure to an established client base, strong inbound demand and a structured development pathway.As your competence and confidence grow, so will your autonomy, responsibilities and client ownership. For the right individual, this role forms part of a long‑term succession plan, with the potential for future equity participation.
What You’ll Be Doing
* Supporting and servicing an existing portfolio of high‑earning professionals and business owners
* Attending joint client meetings and gradually taking ownership of relationships
* Preparing and delivering high‑quality, advice‑led financial planning
* Working closely with paraplanning and operational support teams
* Contributing to practice events, referrals, and business development activity
* Developing your technical knowledge, advice skills, and professional qualifications
This role is ideal for someone who values doing things properly — with a focus on suitability, long‑term planning, and exceptional client outcomes.
What We Offer
Employed package including:·
* Base salary up to £50,000
* Performance‑based bonus (typically 10–25%+) linked to contribution, quality, and IAF/OAF metrics
* Modern IT equipment and planning software· Strong PSS and outsourced paraplanning support
* A clear, structured progression pathway
* Long‑term potential for equity participation (subject to performance and values alignment)
Compensation and responsibility will increase over time as you grow within the practice.
Training & Development
* You will benefit from a comprehensive development programme, including:·
* Founder‑led mentoring and supervision
* Joint and observed client meetings
* Support with exams, CPD, and technical development
* Access to high‑quality operational and paraplanning support
* A calm, professional environment focused on quality, accountability, and long‑term thinking
This is a practice that invests in people — not just production.
About the Company
The culture is calm, professional, and built on doing things properly — with integrity, accountability, and long‑term thinking at its core.·
* 10 years established
* £90m+ Funds Under Management
* 250+ client families
* Advice‑led, client‑centric, and relationship‑driven
* Strong referral culture and exceptional client retention
Infrastructure designed to let advisors focus on what matters: clients and advice quality
Qualifications & Experience
Essential·
* Level 4 Diploma in Regulated Financial Planning (CII, LIBF/IFS, CISI or equivalent), completed or very close to completion
* Strong understanding of FCA regulation, suitability, and advice-led financial planning
* Experience working within a regulated financial advice or wealth management environment
* Proven client-facing experience, with the confidence to build trusted, long-term relationships
* Commitment to professional ethics, high standards, and delivering excellent client outcomes
Personal Attributes·
* Client-focused, values-driven, and advice-led rather than sales-led
* Eager to learn, develop, and grow into increased responsibility and autonomy
* Comfortable working in a high-trust, high-quality professional environment
* Motivated by long-term career progression and building enduring client relationships
Whether you’re newly qualified or early in your advice career, if you want to grow into a trusted senior advisor within a supportive, established practice, we’d love to hear from you.