Exciting Opportunity: Junior Financial Planner - London

Position: Junior Financial Planner
Location: London (Zone 1)
Salary: 50k-70k + Performance Bonuses, Pension, Healthcare, and Support for Chartered Status
Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote)

Are you a motivated and ambitious financial planning professional looking to elevate your career? We are a growing, dynamic firm based in London, seeking a Junior Financial Planner with at least 5 years of experience to join our expert team. This is a fantastic opportunity to contribute to a client-focused business that offers long-term career progression, a competitive salary, and a strong benefits package.

Key Responsibilities

Client Relationships: Manage and expand an existing client portfolio while generating new business through referrals and networking.
Tailored Financial Advice: Deliver personalised, independent financial planning advice on pensions, investments, tax, and protection products.
Compliance: Ensure adherence to FCA regulations and high compliance standards.
Collaborative Support: Work closely with a talented team of IFAs, paraplanners, and administrators to provide exceptional service.
Paraplanning & Admin: Assist with all aspects of financial planning, including report writing and client onboarding.
Contribute to Growth: Use your initiative to identify business opportunities and improve internal processes.

What We're Looking For

Experience: 5+ years in a financial planning firm, with a proven ability to manage a book of business (10 million AUM).
Qualifications: Level 4 Diploma in Financial Planning (CII or equivalent) is essential. Progress toward Chartered status is a strong plus.
Skills: Strong communication, organisational, and analytical skills, with the ability to manage relationships and work independently or as part of a team.
Sector: Insurance Wealth Management background preferred

Desirable Attributes

A degree in Finance, Economics, Business, or a related field.

Currently studying for, or committed to studying for, Chartered Financial Planner status is highly desirable.

Broad experience providing holistic financial advice across multiple products.
Level 4 Diploma in Financial Planning (CII or equivalent) is essential

Ready to take the next step in your career?

Apply today and become part of a supportive and ambitious team!

Deerfoot IT Resources Ltd is acting as an Employment Agency in relation to this vacancy.