Junior Wealth Planner / Junior Independent Financial Adviser - Croydon, Up to £50,000 (DOE)

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.