Associate Financial Planner - Ethical - London - Salary up to £65,000 + Discretionary Bonus


Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£60,000 - £65,000 Per Annum

Job Requirements/Description

Independent Firm Sustainable Investment Focus

Are you a motivated financial professional eager to blend your technical expertise with a client-first ethos? Join a values-driven Independent Financial Adviser (IFA) firm that champions sustainable investing and client-centric financial strategies.

What You'll Be Doing

You'll be working shoulder-to-shoulder with a top-billing adviser, honing your advisory skills in a collaborative and nurturing environment:

  • Attending client meetings and contributing to meaningful financial planning conversations
  • Assisting in portfolio construction with a sustainability focus
  • Producing tailored suitability reports and well-researched recommendations
  • Conducting in-depth investment and product research
  • Presenting cash flow modelling and future-proofing client plans

? What We're Looking For

This role is ideal for someone who thrives on detail but sees the bigger picture:

  • Strong paraplanning background with ambitions to grow into a full advisory role
  • Client-facing confidence and relationship-building finesse
  • Working towards Chartered status (or already on the path)
  • Passionate about ethical financial planning and making a difference

? What You'll Get

  • Competitive base salary up to £65,000
  • Discretionary bonus scheme
  • A supportive team with mentoring from a leading adviser
  • Opportunity to evolve into an advisory position as you grow

This is more than a job-it's a chance to be part of a purpose-led firm where sustainability meets personal financial empowerment.

Ready to elevate your career and your impact? Apply now and let's build a brighter financial future together. Please contact Ursula at Financial Divisions

Company 

Financial Divisions

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£60,000 - £65,000 Per Annum

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