Junior Financial Adviser-CAS Support Provided - London/Hybrid - £45-50k +attractive bonus & benefits

Job Description

A rare and exciting opportunity has arisen as part of a retiring Adviser's long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit.

The structure ensures you can focus on client relationships, advice delivery, and long-term growth.

The Client Bank

  • Current AUM: £110m, projected to grow to £140m
  • Client profile: Mass affluent, with average investable assets between £450k - £4m
  • You will actively service an existing book of clients from Day 1, ensuring immediate engagement and continuity

Experience & Skills Required

  • 3+ years' experience in Wealth Management within a client-facing role
  • Excellent relationship-building skills, with the confidence to engage mass-affluent and HNW clients
  • Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions

Career Development

This is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off.

You'll also have opportunities to:

  • Attend networking events
  • Build new business
  • Contribute to the long-term growth strategy of the practice

This is a genuine career-building role with a clear runway for future success.

Target Regions

London