Richmond
Junior Independent Financial Adviser (IFA)
? Richmond, London
? £30,000 – £35,000 (Negotiable)
? Future Opportunity – Open to Conversations Now
Are you a recently or part-qualified financial professional looking to take the next step in your career? A boutique wealth management firm in Richmond is preparing to expand its team and is keen to start conversations with ambitious individuals who fit the bill and are wanting to progress their career as an IFA.
About the Firm
- Established, close-knit team with exceptionally low staff turnover
- £120M AUM), with approx. £40M per adviser
- Highly respected in the industry, operating on a referral-only basis with a long waiting list
- Low fee structure (0.5%) and a strong reputation among HNW clients
- Wealth management team of 3, looking to grow due to increasing AUM
The Role
This is a Junior IFA position designed for someone with:
- Some IFA Admin/Paraplanning experience
- A desire to grow into a fully qualified adviser
- Strong interpersonal skills and confidence in client-facing situations
- The ability to relate to high-net-worth individuals with professionalism and warmth
You’ll be joining a firm that values long-term development. The ideal candidate will be nurtured to eventually succeed one of the senior advisers (part of a planned management buy-out in ~5 years). This is a rare opportunity to grow into a leadership role within a stable and respected business.
What They’re Looking For
- Recently or part-qualified (Diploma Level 4 or working towards it)
- Experience in IFA administration or paraplanning
- Ambition to become Chartered and take on more responsibility over time
- A client-first mindset and excellent communication skills
Why Apply Now?
Although this isn’t an immediate vacancy, the firm is open to early conversations with the right candidates. If you’re looking for a long-term career path in wealth management and want to be part of a firm that invests in its people, this could be the perfect fit.