Financial Advisor
hace 8 días
Chelsea
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 Youll 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 1025%+) 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 youre newly qualified or early in your advice career, if you want to grow into a trusted senior advisor within a supportive, established practice, wed love to hear from you. TPBN1_UKTJ