Wealth Planner / Independent Financial Advisor – Croydon, Up to £50,000 (DOE), Office-based

Wealth Planner / Independent Financial Advisor – Croydon, Up to £50,000 (DOE), Office-based

Wealth Planner / Independent Financial Advisor – Croydon, Up to £50,000 (DOE), Office-based

Financial Divisions

Reed

Croydon, Surrey

10 hours ago

No application

About

Wealth Planner / Independent Financial Advisor - CroydonSalary: Up to £50,000 (DOE)Location: Croydon (Office-based, Monday to Friday)Ready to take your financial career to the next level?Join one of Croydon’s top wealth management firms, where your expertise will help shape the financial futures of high-net-worth clients. If you’re Diploma-qualified and have cut your teeth as a Senior Paraplanner or Junior Adviser, this is your chance to step up and shine in a client-facing role.Why This Role?You’ll work hand-in-hand with experienced Wealth Managers, delivering bespoke financial planning solutions to successful individuals and business owners. From pensions and investments to tax and estate strategies — you’ll be at the heart of your clients’ financial journeys.What You’ll Be Doing:Partnering with senior advisers to craft and deliver holistic financial plansPreparing detailed reports and presenting tailored strategies to clientsManaging and nurturing your own portfolio of valued clientsAttending client meetings and contributing to high-level financial discussionsGrowing your skills with full backing to progress your careerWe’re Looking For:Diploma in Financial Planning (or equivalent)Experience as a Senior Paraplanner or Junior Chartered Advisor ready to step forwardSolid knowledge of pensions, investments, tax, and estate planningA people person with strong communication and relationship-building skillsAmbitious, driven, and eager to grow within a collaborative teamHappy to be office-based in Croydon, 5 days a week until such a point you are established as an advisorWhat’s In It For You?Up to £