Junior IFA

21 hours ago

London, Greater London, United Kingdom Eden Rose Full time

*Junior Financial Adviser (IFA)
Location:*
Central London

Salary:
£35,000 per annum + up to 35% bonus

Job Type:
Permanent | Hybrid (3 days office-based, 2 days WFH)

Working Hours:
Full-time

Job Description
Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a
fully independent IFA
firm, working exclusively with some exciting major corporate clients such as Facebook.

You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026.

As a
Junior Adviser
, you'll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a
brand-new role
, so flexibility and a proactive mindset are key as you'll help shape the programme alongside the leadership team.

*Key Responsibilities*

  • Provide financial advice to a portfolio of clients
  • Build strong relationships and deliver excellent client service
  • Support the development of the advisory programme
  • Work closely with the COO and wider team of IFAs and administrators
  • Maintain up-to-date knowledge through CPD and further qualifications

*Requirements*

  • Level 4 Diploma in Financial Planning (DipFA or equivalent) – essential
  • CAS authorised
  • CF30
  • 1-2 years IFA experience
  • Ideally academy-trained
  • Strong sales and communication skills
  • Confident in client-facing situations
  • Sociable, adaptable, and eager to learn
  • Comfortable working in a small, entrepreneurial team

*Benefits*

  • Salary: £35,000
  • Bonus: 35%, based on 3x threshold
  • Hybrid working: 2 days WFH
  • Standard pension and holiday allowance
  • Support with CPD and further exams
  • Opportunity to take on a client bank from day one
  • Long-term career progression in a growing firm

*About the Company*
You'll be joining a small, collaborative team of 6 experienced IFAs with a strong administrative team behind you, managing around £350M AUM. The company is fully independent and prides itself on delivering high-quality financial planning to prestigious corporate clients.

Apply today
to launch your career in financial advice with a firm that values growth, flexibility, and long-term development.

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