Financial Planning / Wealth Management firm
Headquartered in London, with both nationwide and international offices available.
Salary: Starting salary of £42,000–£44,000 per annum, dependent on experience and performance, with additional performance-related bonuses available.
About Our Company:
We are a well-established financial services firm based in London, providing tailored financial planning and advisory solutions to both individual and corporate clients. With a strong track record spanning over twenty years, we have built a reputation for delivering reliable, results-driven financial strategies supported by expert knowledge and industry experience.
Our team combines deep market expertise with modern financial tools and data-driven insights to create bespoke solutions that help clients achieve their long-term financial objectives. We focus on delivering a high standard of service, underpinned by professionalism, integrity, and a client-first approach.
As a forward-thinking organisation, we are committed to continuous improvement, innovation, and maintaining the highest ethical standards across all areas of our work. This dedication has established us as a trusted partner within the financial services industry.
Role of Junior Financial Advisor:
- Support senior advisors in client meetings by gathering financial information, understanding client goals, and assisting in the development of suitable financial strategies.
- Produce detailed financial analyses, including cash flow modelling, retirement planning projections, and investment portfolio reviews.
- Research and evaluate a range of investment opportunities and assist in the formulation of strategies aligned with client objectives and risk profiles.
- Assist in the preparation of client reports, financial plans, and presentation materials for advisory meetings.
- Respond to client enquiries in a professional manner, providing ongoing support and helping to resolve financial queries.
- Monitor developments in financial markets, economic conditions, and regulatory changes to ensure advice remains relevant and compliant.
- Work closely with colleagues across the team to ensure a high standard of client service and regulatory adherence.
- Participate in training and professional development initiatives to continuously enhance knowledge and advisory capability within the financial services sector.
Key Requirements:
- Bachelor’s degree in Finance, Economics, Business, or a related discipline (or equivalent academic background).
- Strong interest in building a long-term career within financial services and investment advisory.
- Excellent communication and interpersonal skills, with confidence in engaging with clients and stakeholders.
- Proactive and self-motivated approach, with the ability to take initiative in client engagement and relationship building.
- Level 4 Financial Advisory Certification (either already held or actively working towards) is required, due to direct client-facing responsibilities.
- Strong numerical and analytical ability, with attention to detail in handling financial information.
- Ability to work effectively in a fast-paced, target-driven environment.
- Professional attitude with a strong commitment to ethical standards and regulatory compliance.
Bonuses & Incentives:
- Competitive performance-based bonus structure with annual salary reviews and merit-based increases.
- Attractive incentive scheme linked to individual performance, client acquisition, and achievement of key financial targets.
- Long-term reward opportunities, including profit-sharing arrangements and equity or stock-based incentives where applicable.
- Additional discretionary bonuses for outstanding performance and contribution to business growth.
- Access to a corporate wellbeing programme, including gym membership support and health-related benefits to promote a balanced lifestyle.
We receive a large number of applications for this role, and only those who match the required criteria will be considered for progression. Regrettably, we are unable to offer individual feedback to applicants who are not successful.
Candidates selected for the next stage will be contacted directly with further information about the recruitment process
