Junior Financial Planner
Location: London (Hybrid)
Salary: Competitive basic + bonus
Client Bank Provided | Guaranteed Leads from 2027
The Opportunity
We are looking for a motivated Junior Financial Planner to join our growing London-based team. This is a rare opportunity for an adviser who wants to step into a role with an existing client book of circa £2 million AUM from day one, alongside guaranteed new business leads from 2027.
You will be supported by an experienced team, robust systems, and a clear pathway for long-term career progression.
The Role
- Take over and manage an existing client bank (c. £2m AUM)
- Deliver holistic, compliant financial advice to a range of private clients
- Conduct client reviews and build long-term relationships
- Develop new business from firm-provided leads (from 2026 onward)
- Work closely with paraplanners and administrators to deliver high-quality client outcomes
- Maintain high standards of FCA compliance and client care
About You
- 1-2 years' experience in a financial advice role
- CAS authorised
- CF30 approved
- Strong client-facing and communication skills
- Ambitious, professional, and keen to develop as a long-term adviser
- Comfortable managing an existing client book while growing new relationships
What We Offer
- Competitive basic salary
- Performance-related bonus
- Immediate access to an existing client book (~£2m AUM)
- Guaranteed firm-provided leads from 2026
- Hybrid working in London
- Full admin and paraplanning support
- Clear progression and development opportunities within the business
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Junior Financial Planner - London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
