Junior Wealth Planner / Junior Independent Financial Advisor - Croydon, Up to £50,000 (DOE)
other jobs Financial Divisions
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- England,London,Greater London,Croydon
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Junior Wealth Planner / Junior Independent Financial Advisor - Croydon
Salary: Up to £50,000 (DOE)
Location: Croydon (Office-based, Monday to Friday)
Ready to take your financial career to the next level?
Join one of Croydon’s top wealth management firms, where your expertise will help shape the financial futures of high-net-worth clients. If you’re Diploma-qualified and have cut your teeth as a Senior Paraplanner or Junior Adviser, this is your chance to step up and shine in a client-facing role.
Why This Role?
You’ll work hand-in-hand with experienced Wealth Managers, delivering bespoke financial planning solutions to successful individuals and business owners. From pensions and investments to tax and estate strategies — you’ll be at the heart of your clients’ financial journeys.
What You’ll Be Doing:
*Partnering with senior advisers to craft and deliver holistic financial plans
*Preparing detailed reports and presenting tailored strategies to clients
*Managing and nurturing your own portfolio of valued clients
*Attending client meetings and contributing to high-level financial discussions
*Growing your skills with full backing to progress your career
We’re Looking For:
*Diploma in Financial Planning (or equivalent)
*Experience as a Senior Paraplanner or Junior Chartered Advisor ready to step forward
*Solid knowledge of pensions, investments, tax, and estate planning
*A people person with strong communication and relationship-building skills
*Ambitious, driven, and eager to grow within a collaborative team
*Happy to be office-based in Croydon, 5 days a week until such a point you are established as an advisor
What’s In It For You?
*Up to £ salary (depending on experience)
*Clear career pathway with opportunities to advance
*Existing client bank of over 100 live clients and £15m in assets to manage
*Full study support towards Chartered status and beyond
*A supportive team environment where your success is celebrated
Your Next Step Starts Here
Ready to elevate your career and make your mark in wealth management?
Send your CV today to Ryan at Financial Divisions — we’d love to hear from you!
Salary: Up to £50,000 (DOE)
Location: Croydon (Office-based, Monday to Friday)
Ready to take your financial career to the next level?
Join one of Croydon’s top wealth management firms, where your expertise will help shape the financial futures of high-net-worth clients. If you’re Diploma-qualified and have cut your teeth as a Senior Paraplanner or Junior Adviser, this is your chance to step up and shine in a client-facing role.
Why This Role?
You’ll work hand-in-hand with experienced Wealth Managers, delivering bespoke financial planning solutions to successful individuals and business owners. From pensions and investments to tax and estate strategies — you’ll be at the heart of your clients’ financial journeys.
What You’ll Be Doing:
*Partnering with senior advisers to craft and deliver holistic financial plans
*Preparing detailed reports and presenting tailored strategies to clients
*Managing and nurturing your own portfolio of valued clients
*Attending client meetings and contributing to high-level financial discussions
*Growing your skills with full backing to progress your career
We’re Looking For:
*Diploma in Financial Planning (or equivalent)
*Experience as a Senior Paraplanner or Junior Chartered Advisor ready to step forward
*Solid knowledge of pensions, investments, tax, and estate planning
*A people person with strong communication and relationship-building skills
*Ambitious, driven, and eager to grow within a collaborative team
*Happy to be office-based in Croydon, 5 days a week until such a point you are established as an advisor
What’s In It For You?
*Up to £ salary (depending on experience)
*Clear career pathway with opportunities to advance
*Existing client bank of over 100 live clients and £15m in assets to manage
*Full study support towards Chartered status and beyond
*A supportive team environment where your success is celebrated
Your Next Step Starts Here
Ready to elevate your career and make your mark in wealth management?
Send your CV today to Ryan at Financial Divisions — we’d love to hear from you!
Job number 3233946
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Company Details:
Financial Divisions
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