Junior Financial Planner (first role advising)Must be level 4 diploma qualified£40,000 salary plus bonuses and an equity stakeCentral London offices - hybrid working Are you a driven, ambitious and entrepreneurial individual with a desire to be an accomplished Financial Adviser and own stake in a business? My client are a boutique IFA firm based in Central London who I have placed 1 adviser with. They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT etc. They manage the affairs of clients with assets ranging from £100k to £1m to invest who are City professionals, retirees, families and business owners.The Managing Director has had a long illustrious career in financial planning and has set up a new business currently with 4 members of staff and the ambition is to grow the business to c.40 staff over the next 10 years. The Managing Director is looking to recruit a brand new junior adviser who is happy to get stuck in and generate some new business and be part of "a project" as the business grows and you will be given an equity stake in the business.You may be a client facing paraplanner or a trainee adviser or even an accomplished business development manager with your level 4 diploma who is looking to step into a formal advising role. My client will support you with obtaining your Competent Adviser Status and aid you in becoming an accomplished financial adviser, but you will need to be able to generate new business from leads which will be given to you by accountants/solicitors which the MD has warm relations with.If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Back to searchJunior Financial Planner (first role advising) £40,000 salary plus bonuses and an equity stake
Financial Divisions
Posted 9 hours ago, valid for a day
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- The position is for a Junior Financial Planner, ideal for individuals looking to start their advising career.
- Candidates must hold a level 4 diploma and have a desire to generate new business and grow within the company.
- The role offers a salary of £40,000, along with bonuses and an equity stake in the business.
- The firm is based in Central London and supports hybrid working arrangements, aiming to expand from 4 to approximately 40 staff over the next decade.
- This opportunity is suitable for client-facing paraplanners, trainee advisers, or business development managers eager to transition into a formal advising role.
