Job description
About the role
We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a reputation for delivering clear, personal and professional advice. As our business continues to grow, we are now seeking a Junior Financial Adviser to join our team and build a long-term career in holistic financial planning.
This is an ideal opportunity for a newly qualified or early-stage Adviser (minimum level 4 qualified) with strong technical skills and client service experience, looking to progress in a well-supported and collaborative environment. You'll work closely with experienced Advisers, in-house Paraplanners and a dedicated admin team while gradually building your own portfolio.
Key responsibilities
1. Support the delivery of tailored financial advice across pensions, investments, protection and retirement planning
2. Conduct fact-finds, risk assessments and assist in cashflow modelling
3. Prepare and present clear recommendations in writing and in meetings
4. Collaborate with Senior Advisers to gain exposure to complex client scenarios
5. Build relationships with new and existing clients to support long-term advice
6. Ensure all advice and communications remain fully compliant
7. Work closely with Paraplanners and admin staff to ensure smooth processing of business
What we're looking for
8. Level 4 Diploma in Regulated Financial Planning (essential)
9. 1+ years' experience in a client-facing financial services or paraplanning role
10. A desire to build a successful advisory career with a long-term focus
11. Excellent communication and interpersonal skills
12. High attention to detail and a proactive, professional approach
13. Strong ethics, client-first mindset and commitment to development
What we offer
14. Salary up to £55, (dependent on experience)
15. Generous bonus scheme with 2x validation
16. Supportive full-time or part-time working model (office-based role)
17. Access to an established client base and quality leads
18. 22 days' holiday (pro-rated for part-time), plus bank holidays
19. 5% employer pension contribution
20. Group life assurance (death in service)
21. Group critical illness insurance
22. Health cash plan
23. Full paraplanning and admin support
24. Ongoing mentoring, CPD and full support toward chartered status