Mbf are working with a thriving financial advisory practice with a strong presence across the South West, particularly Devon & Somerset. Our client is dedicated to providing comprehensive financial solutions to a diverse client portfolio, including mass affluent individuals and high net worth clients. As part of their growth strategy, they are seeking a motivated & ambitious Junior Financial Adviser to join their team and embark on an exciting career path.
Position Overview:
As a Junior Financial Adviser, you will work closely with senior financial planners who will provide ongoing training & support whilst providing tailored financial advice to a portfolio of mass affluent clients. This role presents an excellent opportunity for a driven individual to develop their skills and expertise in financial planning, with the ultimate goal of progressing into a full Financial Adviser position, where you will have the opportunity to work closely with high net worth clients.
Key Responsibilities:
1. Provide personalised financial advice and solutions to clients under the guidance of senior financial planners.
2. Assist in the development and implementation of comprehensive financial plans.
3. Conduct thorough client reviews and analysis to identify opportunities for growth and optimisation.
4. Collaborate with internal teams to ensure seamless delivery of financial services and solutions.