Junior Wealth Planner

Financial Divisions; England; On-site; GBP 42,000 - 50,000; Full time

Job summary

A leading wealth management firm is seeking a Junior Wealth Planner in Croydon to collaborate with experienced advisers in delivering personalized financial planning solutions. This role is ideal for those with a Diploma in Financial Planning looking to build client relationships. You will manage your own portfolio, attend client meetings, and gain hands-on exposure in various financial areas, including pensions and investments. The position is office-based with a salary of up to £50,000 depending on experience.

Qualifications

• Diploma-qualified or equivalent in Financial Planning.
• Eager to build long-term client relationships.
• Willingness to develop technical knowledge and advisory skills.

Responsibilities

• Collaborate with senior advisers to design and implement holistic financial plans.
• Prepare comprehensive reports and present personalized recommendations.
• Manage and develop your own portfolio of clients.
• Attend and actively contribute to client meetings.

Education

Diploma in Financial Planning (or equivalent)

Job 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)