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Junior financial adviser

Melksham
Oakfield Lee Financial Planning
Financial advisor
Posted: 18 February
Offer description

**Junior Financial Adviser

Full-Time Preferred | Part-Time Considered (Minimum 28 Hours Per Week)

Are you ready to take the next step in your financial planning career?

We are seeking a motivated and compassionate Junior Financial adviser to join our growing team. This is an excellent opportunity for a Level 4 qualified professional with paraplanning experience who is looking to move into an advisory role.

About the Role

This position would ideally suit an experienced Paraplanner or Senior Administrator who is ready to take their first steps into providing advice, with support and mentoring along the way.

You will work closely with senior advisers, assisting in delivering high-quality, client-focused financial planning solutions. Over time, you will develop your own advisory skills and client relationships.

Key Responsibilities


• Supporting advisers in the preparation and delivery of financial advice


• Conducting research and assisting with suitability reports


• Participating in client meetings and gradually taking on advisory responsibilities


• Maintaining accurate and compliant client records


• Ensuring an outstanding client experience at every stage

About You


• Level 4 Diploma qualified (essential)


• Experience in paraplanning or senior financial services administration


• A genuine passion for financial planning and helping clients achieve their goals


• Kind, personable, and client-focused


• Hard-working, proactive, and eager to develop


• Strong attention to detail and excellent communication skills

What We Offer


• A supportive and collaborative team environment


• A clear pathway into an advisory role


• Ongoing professional development


• Flexible working options (full-time preferred; part-time considered on an individual basis, minimum 28 hours per week)

If you are ambitious, values-driven, and ready to grow into a financial advisory role, we would love to hear from you.

Apply now with your CV and a short covering note outlining why this role is the right next step for you.**

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