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Junior independent financial advisor

Canterbury
Freelance
Capio Recruitment
Independent financial advisor
Posted: 18 July
Offer description

Job Title: Junior Independent Financial Adviser

Location: Kent (office‑based)

Salary: £40,000 - £48,000 - progression pathway to competent adviser with director support

Benefits:

* Full‑time role with structured career development
* Supportive team environment including in‑house paraplanning and outsourced back‑office
* Exposure to networked best‑practice frameworks

About the Company:

An independently owned financial planning firm with solid foundations and a strong reputation for client-led bespoke advice. Originally formed by a close-knit team with extensive industry experience, the business has grown steadily since 2019. It combines a collaborative team structure with access to in-house employee benefit expertise and a robust paraplanning function, delivering truly independent, high-quality advice.

Role Summary:

You’ll join as a Junior IFA, working alongside senior advisers to build your competence. Guided onboarding through best‑practice processes and hands‑on lead‑handling, you’ll move swiftly toward competent advice in a busy but supportive environment. With paraplanning support and structured director input, you’ll develop both technically and commercially.

Key Responsibilities:

* Assist with client onboarding and review processes: build your advisory skills
* Support paraplanners and trained advisers in research and suitability reports: learn industry best practice
* Help manage leads and support solicitors/accounts teams: gain exposure to commercial networks
* Participate in firm’s development initiatives and compliance activities: develop professional discipline

Requirements:

* Minimum of Level 4 Diploma Qualified
* Strong drive to become a competent IFA
* Excellent communication and numeracy skills
* Team player who thrives in a busy bespoke advisory environment
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