Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | Financial Divisions | |
| Reference: | 3085446232 | |
| Type: | Permanent | |
| Salary: | £45,000 - £50,000 Annual | |
| Location: | Croydon, Surrey | |
| 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. | |