Junior IFA

Job description

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.

Extra information

Status

Open

Education Level

Secondary School

Location

London

Type of Contract

Casual / Part Time Jobs

Published at

19-12-2025

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English