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For Companies At a Glance
- Tasks: Support and service high-earning clients while developing your financial planning skills.
- Company: Established financial planning practice with a focus on integrity and client outcomes.
- Benefits: Competitive salary, performance bonuses, mentoring, and clear progression pathways.
- Why this job: Grow into a trusted advisor role with long-term career potential and equity opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience required.
- Other info: Join a supportive team dedicated to professional development and exceptional client relationships.
The predicted salary is between 36000 - 60000 £ per year.
A well-established, advice-led financial planning practice is seeking a driven and client-focused Junior Advisor to join its growing team. This is a rare opportunity to build a long-term career within a supportive, high-quality environment where integrity, professionalism and client outcomes come first.
This role is designed for someone who wants to develop into a trusted advisor, not chase transactional sales targets.
The Opportunity
You will join as a Junior Advisor, working closely with the founder and wider team. From day one, you will gain exposure to an established client base, strong inbound demand and a structured development pathway. As your competence and confidence grow, so will your autonomy, responsibilities and client ownership. For the right individual, this role forms part of a long-term succession plan, with the potential for future equity participation.
What You’ll Be Doing
- Supporting and servicing an existing portfolio of high-earning professionals and business owners
- Attending joint client meetings and gradually taking ownership of relationships
- Preparing and delivering high-quality, advice-led financial planning
- Working closely with paraplanning and operational support teams
- Contributing to practice events, referrals, and business development activity
- Developing your technical knowledge, advice skills, and professional qualifications
This role is ideal for someone who values doing things properly with a focus on suitability, long-term planning, and exceptional client outcomes.
What We Offer
- Employed package including:
- Base salary up to £50,000
- Performance-based bonus (typically 10-25%+) linked to contribution, quality, and IAF/OAF metrics
- Modern IT equipment and planning software
- Strong PSS and outsourced paraplanning support
- A clear, structured progression pathway
- Long-term potential for equity participation (subject to performance and values alignment)
- Compensation and responsibility will increase over time as you grow within the practice.
Training & Development
You will benefit from a comprehensive development programme, including:
- Founder-led mentoring and supervision
- Joint and observed client meetings
- Support with exams, CPD, and technical development
- Access to high-quality operational and paraplanning support
- A calm, professional environment focused on quality, accountability, and long-term thinking
This is a practice that invests in people, not just production.
About the Company
The culture is calm, professional, and built on doing things properly with integrity, accountability, and long-term thinking at its core.
- 10 years established
- £90m+ Funds Under Management
- 250+ client families
- Advice-led, client-centric, and relationship-driven
- Strong referral culture and exceptional client retention
- Infrastructure designed to let advisors focus on what matters: clients and advice quality
Qualifications & Experience
Essential
- Level 4 Diploma in Regulated Financial Planning (CII, LIBF/IFS, CISI or equivalent), completed or very close to completion
- Strong understanding of FCA regulation, suitability, and advice-led financial planning
- Experience working within a regulated financial advice or wealth management environment
- Proven client-facing experience, with the confidence to build trusted, long-term relationships
- Commitment to professional ethics, high standards, and delivering excellent client outcomes
Personal Attributes
- Client-focused, values-driven, and advice-led rather than sales-led
- Eager to learn, develop, and grow into increased responsibility and autonomy
- Comfortable working in a high-trust, high-quality professional environment
- Motivated by long-term career progression and building enduring client relationships
Whether you’re newly qualified or early in your advice career, if you want to grow into a trusted senior advisor within a supportive, established practice, we’d love to hear from you.
Financial Advisor employer: Achieve Recruitment Ltd
Contact Detail:
Achieve Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential mentors. Building relationships can open doors that you didn’t even know existed.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your knowledge and skills. Prepare a few examples of how you've helped clients in the past or how you plan to approach financial planning. This will help you stand out as a candidate who’s ready to add value from day one.
✨Practice Makes Perfect
Before any interviews or meetings, practice your pitch! Whether it’s explaining your approach to financial planning or discussing your qualifications, being well-prepared will boost your confidence and help you communicate effectively. We recommend doing mock interviews with friends or mentors.
✨Apply Through Our Website
Don’t forget to apply through our website for the Junior Financial Advisor role! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Junior Financial Advisor role. Highlight any relevant qualifications, especially your Level 4 Diploma, and showcase your client-facing experience to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you embody our values of integrity and professionalism. Share specific examples of how you've built trusted relationships in the past.
Showcase Your Commitment to Development: We love candidates who are eager to learn and grow! Mention any ongoing professional development or training you're involved in, and how you plan to continue enhancing your skills in financial advice.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity to join our team.
How to prepare for a job interview at Achieve Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and advice-led financial planning. Being able to discuss these topics confidently will show that you're serious about the role and understand the importance of client outcomes.
✨Showcase Your Client-Facing Skills
Prepare examples from your past experiences where you've successfully built long-term relationships with clients. This role is all about trust and integrity, so demonstrating your ability to connect with clients will be key.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions about the company’s approach to client relationships and their development pathways. This shows your genuine interest in the role and helps you assess if it aligns with your career goals.
✨Emphasise Your Commitment to Growth
Express your eagerness to learn and develop within the practice. Highlight any relevant qualifications or training you've undertaken, and discuss how you plan to continue growing your skills and knowledge in the financial advisory field.
