Role: Junior Financial Adviser
Salary: up to £50,000 base + performance bonus (10-25%)
Location: London
A respected, advice-led financial planning practice is looking for a motivated and client-centric Junior Financial Adviser 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 always come first.
This role is designed for someone who wants to become a trusted, long-term adviser — not chase transactional sales targets.
The OpportunityJoining as a Junior Adviser, you’ll work closely with the founder and wider team, gaining immediate exposure to:
- A loyal, well-established client base
- Strong inbound demand
- A structured, personalised development pathway
As your confidence and capability grow, so will your autonomy, responsibility, and client ownership.
For the right person, this forms part of a long-term succession plan with potential for future equity participation.
Key Responsibilities- Supporting and servicing an existing portfolio of high-earning professionals and business owners
- Attending joint client meetings and gradually taking the lead on relationships
- Preparing and delivering high-quality, advice-led financial planning
- Collaborating with paraplanning and operations teams to deliver a seamless client experience
- Contributing to events, referrals, and broader business development activity
- Developing your technical knowledge, advice skills, and professional qualifications
This role is ideal for someone who values suitability, long-term planning, and exceptional client outcomes above short-term wins.
What We OfferA fully employed package, including:
- Base salary up to £50,000
- Performance bonus typically 10–25%+, linked to contribution, quality and advice metrics (IAF/OAF)
- Modern systems, equipment, and planning software
- Strong PSS and outsourced paraplanning support
- A transparent progression pathway
- Long-term equity potential, subject to performance and values alignment
Your compensation and responsibilities will grow as you develop within the practice.
About the Company- 10 years established
- £90m+ FUM
- 250+ client families
- Advice-led, client-centric, relationship-driven
- Strong referral culture with exceptional client retention
- An infrastructure designed so advisors can focus on what matters: clients and advice quality
The culture is grounded in integrity, professionalism, and long-term thinking — a place where both clients and staff are supported to thrive.
Qualifications & Experience Essential- Level 4 Diploma in Regulated Financial Planning (CII, LIBF/IFS, CISI or equivalent) — completed or near completion
- Strong understanding of FCA regulation, suitability and financial planning principles
- Experience within a regulated financial advice or wealth management environment
- Proven client-facing experience and the ability to build trusted long-term relationships
- Commitment to professional ethics and delivering outstanding client outcomes
Personal Attributes- Client-focused, values-driven, and advice-led rather than sales-led
- Eager to learn, grow, and take on increasing responsibility
- Comfortable in a high-trust, high-quality professional setting
- Motivated by long-term career development and forming enduring client relationships