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.