Location: North London + Salary: £40,000 – £50,000 (DOE) + Validation + Benefits + Hours: Full-time, Office-Based

About the Practice

A successful and growing St. James’s Place Partner Practice based in North London is seeking a Diploma-Qualified, CAS Financial Adviser to join their expanding team. The Practice provides holistic financial planning and wealth management to a loyal and diverse client base, with a reputation for delivering exceptional service and long-term results.

This is an exciting opportunity to join a supportive, forward-thinking environment that values collaboration, professional growth, and client care.

The Role

Due to continued growth, the Practice is looking for a Diploma-qualified (Level 4)CAS Adviser with a minimum of 2 years’ experience to take on an existing client book and further develop client relationships while generating new business opportunities.

You’ll benefit from a strong operational structure, comprehensive administrative and paraplanning support, and access to excellent resources through St. James’s Place Wealth Management.

Key Responsibilities

• Manage and service an established client bank, providing high-quality, compliant financial advice.
• Build and nurture strong, long-term client relationships based on trust and professionalism.
• Conduct in-depth financial reviews and deliver tailored planning solutions across pensions, investments, protection, and IHT planning.
• Identify and develop new business opportunities through referrals, networking, and recommendations.
• Collaborate with the Partner and wider team to maintain outstanding client service standards.
• Keep up to date with SJP propositions, compliance, and regulatory changes.

About You

• Diploma-qualified (Level 4) with CAS status and a minimum of 2 years’ advising experience.
• Experience within an SJP Partner Practice or a similar wealth management environment.
• Excellent communication and client relationship skills.
• Proactive, professional, and committed to delivering exceptional client outcomes.
• Strong technical understanding across all areas of financial planning.
• Collaborative and team-oriented approach with a client-first ethos.

What’s on Offer

• Competitive salary of £40,000 – £50,000, depending on experience.
• Additional validation-based earnings.
• An existing client book to service and grow.
• Excellent administrative and paraplanning support.
• Supportive, professional culture with genuine career progression.
• A chance to join a respected and expanding SJP Partner Practice with modern North London offices.