Financial Advisor (with CAS status)– SJP Practice Location: Harrow, Northwest London
Salary: Up to £50,000 (DOE) + Excellent Benefits + Career Progression
Do you thrive in a client-focused environment where long-term relationships and tailored solutions are the priority?
Known for their personal and holistic approach, they offer expert advice across retirement planning, investment strategies, and broader financial consulting —all tailored to each client’s individual goals.
This is an excellent opportunity to join a dynamic and supportive team, providing first-class service to a diverse client base with assets ranging from £2,000 to several million. The firm provides exceptional paraplanning, admin, and compliance support, allowing you to focus on what matters most— building trusted client relationships and delivering quality advice.
Provide holistic financial advice and manage a portfolio of clients
Submit cases and manage planning processes efficiently
SJP-qualified Financial Advisor with CAS
Strong understanding of financial planning processes and SJP systems
Competitive salary up to £50,000 (DOE)
Excellent benefits package
Genuine career progression opportunities within a growing, respected practice