Location
Shoreham-by-Sea
Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref89774
Junior Financial Adviser
Salary: £35,000 £45,000 DOE (higher for an experienced Adviser)
Location: Shoreham (near Brighton), East Sussex
Working Pattern: Hybrid (34 days per week in the office)
Requirements: Level 4 Diploma (essential), CAS (preferred but not essential)
About the Opportunity
Were supporting a highly respected, fully Chartered financial planning firm on the outskirts of Shoreham-by-Sea as they continue to grow. With a strong flow of new clients and increasing demand, they are now looking for a Junior Financial Adviser (or experienced Trainee IFA) to join their close?knit team of 78 professionals.
This is a rare chance to join a firm where every adviser is Chartered, long?term progression is genuinely on offer, and equity/directorship is a realistic future pathway for the right person.
Theyre looking for someone ambitious, hardworking, and genuinely excited about building a career in financial planning.
What Youll Be Doing
This is an adviser-focused role, ideal for someone ready to step up and develop:
Your responsibilities will include:
1. Supporting advisers and the directors with client cases
2. Sitting in on client meetings and contributing to client advice delivery
3. Creating financial plans and technical reports
4. Building cashflow models, suitability reports, and recommendations
5. Carrying out research and technical analysis
6. Taking on your own clients over time as you progress
7. Working closely with the directors, who will give you direction and guidance on advice strategy
Most paraplanning is outsourced, so your time will be far more client?centric, technical, and development-focused.
What Theyre Looking For
Youll fit this role if you are:
8. Level 4 Diploma qualified (essential)
9. CAS preferred (not essential)
10. Someone driven, ambitious, proactive, and wanting to become Chartered within 24 months, who has long-term career progression aspirations
11. Comfortable being in the office 34 days per week (most clients attend meetings onsite)
12. Keen to learn, build your client base, and eventually step into a senior Adviser position
13. Looking for a firm where you can grow into a future Director and potentially take on equity
Theyre also open to a more experienced Adviser who is looking for long-term career progression in a highly professional, Chartered environment.
Why Join This Firm?
14. Work alongside Chartered advisers only exceptional environment for development
15. Clear pathway toward Chartered status, support provided
16. Long-term plan for new Advisers to move into leadership and equity
17. Growing footprint around Sussex, Brighton, and London
18. Busy practice with plenty of client work from day one
19. Directors are hands-on, supportive, and committed to developing their next leader
Next Steps
First interviews will be held via Teams for an informal initial conversation.
If you meet the criteria and feel this is the right opportunity for you then please apply and get in touch!