Junior Financial Planner: £2M AUM, Hybrid, Leads

Blakemore Recruitment; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Bonus

Hybrid London

Existing client book

Admin support

Career progression

Job summary

Blakemore Recruitment in London is seeking a Junior Financial Planner to join our growing team. The role offers hybrid working and immediate access to an existing client book of around £2m AUM, along with guaranteed leads from 2026.

You’ll be supported by an experienced team, with robust systems and a clear career progression path. The ideal candidate has 1–2 years in financial advice, CAS authorised and CF30 approved, and strong client-facing skills.

Qualifications

• 1–2 years experience in a financial advice role.
• CAS authorised and CF30 approved.
• Strong client-facing and communication skills.

Responsibilities

• Take over and manage an existing client bank (£2m AUM).
• Deliver holistic, compliant financial advice to private clients.
• Conduct client reviews and build long-term relationships.
• Develop new business from firm-provided leads (from 2026).
• Work with paraplanners and admins to deliver high-quality outcomes.
• Maintain FCA compliance and client care.

Skills

1-2 years experience

CAS authorised

CF30 approved

Client-facing

Job description

Blakemore Recruitment in London is seeking a Junior Financial Planner to join our growing team. The role offers hybrid working and immediate access to an existing client book of around £2m AUM, along with guaranteed leads from 2026.

You’ll be supported by an experienced team, with robust systems and a clear career progression path. The ideal candidate has 1–2 years in financial advice, CAS authorised and CF30 approved, and strong client-facing skills.