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.