Junior Wealth Planner / Junior Independent Financial Adviser – Croydon, Up to £50,000 (DOE)
other jobs Financial Divisions
Added before 11 Days
- England,London,Greater London,Croydon
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Junior Wealth Planner / Junior Independent Financial Adviser – Croydon
Salary: Up to £50,000 (DOE)
Location: Croydon | Office-based, Monday–Friday
Ready to step into a client-facing advisory role?
An established and highly regarded wealth management firm in Croydon is looking for a Diploma-qualified Junior Wealth Planner to take the next step in their career. If you’re currently a Senior Paraplanner or Junior Adviser and eager to build long-term client relationships, this is an excellent opportunity to progress.
The Opportunity
Working closely with experienced Wealth Managers, you’ll help deliver tailored financial planning solutions to high-net-worth individuals and business owners. You’ll gain hands-on exposure across pensions, investments, tax planning, and estate planning while developing your own client portfolio.
Key Responsibilities
• Collaborate with senior advisers to design and implement holistic financial plans
• Prepare comprehensive reports and present personalised recommendations
• Manage and develop your own portfolio of clients
• Attend and actively contribute to client meetings
• Continue developing technical knowledge and advisory skills with full support
About You
• Diploma in Financial Planning (or equivalent)
• Background as a Senior Paraplanner or Junior Adviser ready to progress
• Strong understanding of pensions, investments, tax, and estate planning
• Confident communicator with excellent relationship-building skills
• Ambitious, motivated, and keen to grow within a collaborative team
• Comfortable working office-based in Croydon, five days a week (initially)
What’s On Offer
• Salary up to £50,000, depending on experience
• Clear and structured career progression
• Inherited client bank of 100+ active clients with circa £15m AUM
• Full study support towards Chartered status and beyond
• Supportive, professional environment that values long-term success
Take the Next Step
If you’re ready to advance your career in wealth management, we’d love to hear from you.
Send your CV to Sam at Financial Divisions.
Salary: Up to £50,000 (DOE)
Location: Croydon | Office-based, Monday–Friday
Ready to step into a client-facing advisory role?
An established and highly regarded wealth management firm in Croydon is looking for a Diploma-qualified Junior Wealth Planner to take the next step in their career. If you’re currently a Senior Paraplanner or Junior Adviser and eager to build long-term client relationships, this is an excellent opportunity to progress.
The Opportunity
Working closely with experienced Wealth Managers, you’ll help deliver tailored financial planning solutions to high-net-worth individuals and business owners. You’ll gain hands-on exposure across pensions, investments, tax planning, and estate planning while developing your own client portfolio.
Key Responsibilities
• Collaborate with senior advisers to design and implement holistic financial plans
• Prepare comprehensive reports and present personalised recommendations
• Manage and develop your own portfolio of clients
• Attend and actively contribute to client meetings
• Continue developing technical knowledge and advisory skills with full support
About You
• Diploma in Financial Planning (or equivalent)
• Background as a Senior Paraplanner or Junior Adviser ready to progress
• Strong understanding of pensions, investments, tax, and estate planning
• Confident communicator with excellent relationship-building skills
• Ambitious, motivated, and keen to grow within a collaborative team
• Comfortable working office-based in Croydon, five days a week (initially)
What’s On Offer
• Salary up to £50,000, depending on experience
• Clear and structured career progression
• Inherited client bank of 100+ active clients with circa £15m AUM
• Full study support towards Chartered status and beyond
• Supportive, professional environment that values long-term success
Take the Next Step
If you’re ready to advance your career in wealth management, we’d love to hear from you.
Send your CV to Sam at Financial Divisions.
Job number 3233925
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Company Details:
Financial Divisions
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