Junior Financial Adviser – Staffordshire / West Midlands Border
Client Bank: Ready-made portfolio of around 50 clients
Requirements: Level 4 Diploma in Financial Planning (minimum)
Are you a Level 4 qualified Paraplanner ready to make the step into advice — but want the confidence of joining a firm that will set you up for success?
This is an incredible opportunity to join a respected Wealth Management practice based on the Staffordshire / West Midlands border, with a ready-made client bank of around 50 loyal clients waiting for you.
You’ll be stepping into an established business that values professionalism, integrity, and client care — not KPI-chasing. You’ll receive full support, mentoring, and the autonomy to build trusted relationships and grow your book organically.
🔍 The Role:
* Take over an existing client bank and provide holistic financial advice.
* Deliver ongoing reviews, suitability assessments, and tailored planning solutions.
* Build long‑term relationships with clients and identify new opportunities for growth.
* Work closely with paraplanners and administrators to ensure a smooth client journey.
✅ What You’ll Need:
* Level 4 Diploma in Regulated Financial Planning (CII or equivalent).
* Previous experience as a Paraplanner or within financial planning support.
* Excellent communication skills and a genuine passion for helping clients achieve their goals.
* A proactive mindset and the confidence to manage client relationships independently.
🌟 What’s in It for You:
* £35,000 base salary + competitive commission structure.
* A ready‑made client bank (approx. 50 clients).
* Full paraplanning and admin support.
* Hybrid working opportunities.
* Long‑term progression into a Senior Adviser role.
If you’re ready to take the next step in your advice career — with clients ready and waiting — we’d love to hear from you.
📩 Apply today or reach out for a confidential conversation.
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