JUNIOR FINANCIAL ADVISER — Succession Opportunity Central London, Hybrid, £45,000–£50,000, Bonus
other jobs Financial Divisions
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- England,London,City of London
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
£45,000–£50,000 + Bonus & Benefits
This is a rare opportunity for a developing Financial Adviser to step into an established, high-quality client bank as part of a carefully planned adviser succession. From day one, you will be actively servicing a warm, existing book of clients — with full CAS support provided and a clear, structured pathway to becoming a fully-fledged Adviser.
The Client Bank
Current AUM of £110m, projected to grow to £140m
Mass affluent client profile, with average investable assets of £450k–£4m
Immediate client engagement and continuity from day one
What We Are Looking For
3+ years of experience in Wealth Management within a client-facing role
Confident communicator with the ability to engage mass-affluent and HNW clients
Strong technical knowledge across pensions, investments, protection and tax-efficient solutions
A driven, relationship-focused professional ready to take ownership of an established book
Career Development
The firm is fully committed to your progression. In addition to CAS sign-off support, you will have the opportunity to attend networking events, develop new business, and play an active role in the long-term growth strategy of the practice. This is a genuine career-building role with a clear runway for future success.
To apply, please send your CV to Jo at Financial Divisions.
This is a rare opportunity for a developing Financial Adviser to step into an established, high-quality client bank as part of a carefully planned adviser succession. From day one, you will be actively servicing a warm, existing book of clients — with full CAS support provided and a clear, structured pathway to becoming a fully-fledged Adviser.
The Client Bank
Current AUM of £110m, projected to grow to £140m
Mass affluent client profile, with average investable assets of £450k–£4m
Immediate client engagement and continuity from day one
What We Are Looking For
3+ years of experience in Wealth Management within a client-facing role
Confident communicator with the ability to engage mass-affluent and HNW clients
Strong technical knowledge across pensions, investments, protection and tax-efficient solutions
A driven, relationship-focused professional ready to take ownership of an established book
Career Development
The firm is fully committed to your progression. In addition to CAS sign-off support, you will have the opportunity to attend networking events, develop new business, and play an active role in the long-term growth strategy of the practice. This is a genuine career-building role with a clear runway for future success.
To apply, please send your CV to Jo at Financial Divisions.
Job number 3680973
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Company Details:
Financial Divisions
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