Junior Financial Planner - London

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

Junior Financial Planner

Location: London (Hybrid)

Salary: Competitive basic + bonus

Client Bank Provided | Guaranteed Leads from 2027

The Opportunity

We are looking for a motivated Junior Financial Planner to join our growing London-based team. This is a rare opportunity for an adviser who wants to step into a role with an existing client book of circa £2 million AUM from day one, alongside guaranteed new business leads from 2027.

You will be supported by an experienced team, robust systems, and a clear pathway for long-term career progression.

The Role

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

About You

• 1-2 years' experience in a financial advice role
• CAS authorised
• CF30 approved
• Strong client-facing and communication skills
• Ambitious, professional, and keen to develop as a long-term adviser
• Comfortable managing an existing client book while growing new relationships

What We Offer

• Competitive basic salary
• Performance-related bonus
• Immediate access to an existing client book (~£2m AUM)
• Guaranteed firm-provided leads from 2026
• Hybrid working in London
• Full admin and paraplanning support
• Clear progression and development opportunities within the business