Junior Wealth Planner / Junior Independent Financial Adviser - Croydon, Up to £50,000 (DOE
Junior Wealth Planner / Junior Independent Financial Adviser - CroydonSalary: Up to £50,000 (DOE)Location: Croydon Office-based, Monday-FridayReady 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 supportAbout You • Diploma in Financial Planning (or equivalent) • Background as a Senior Paraplanner or Junior Adviser ready to progress • Strong understanding of pensions, investments, tax, and estate planning • Confident communicator with excellent relationship-building skills • Ambitious, motivated, and keen to gro
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