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- Tasks: Help clients with financial advice and build strong relationships.
- Company: Join a leading wealth management firm in Liverpool with a solid reputation.
- Benefits: Enjoy hybrid working, competitive salary, and an exceptional bonus scheme.
- Why this job: Great opportunity for growth with warm leads and support from experienced advisors.
- Qualifications: Must be Level 4 qualified or close, with strong interpersonal skills.
- Other info: Perfect for paraplanners ready to step into a client-facing role.
The predicted salary is between 28800 - 42000 £ per year.
Location: Liverpool
Salary: Highly Competitive Base + Exceptional Bonus Scheme
Client Leads Provided | Career Progression | Well-Established Firm
Are you a paraplanner ready to take the next step into an advisory role? We’re working with a leading Liverpool-based wealth management firm that has recently partnered with a highly respected accountancy practice in Manchester. This partnership has created a strong pipeline of warm, qualified leads — and they’re now looking to hire a Junior Financial Advisor to help convert and build relationships with these clients.
This is a fantastic opportunity for someone with strong technical knowledge and client-facing ambition to move into a fully-fledged advisory role, backed by a reputable name and a robust support structure.
What’s on offer:
- A high volume of warm leads from the partnered accountancy firm
- Clear progression path with support from senior advisors and paraplanners
- Hybrid working in Liverpool
- Competitive base salary + market-leading bonus structure
- Expectation to develop some new business alongside provided leads
About you:
- Currently working as a paraplanner or in a similar technical support role
- Level 4 qualified (or very close to it)
- Strong interpersonal skills and a passion for helping clients achieve their goals
- Ready to step into a client-facing role with long-term development potential
If you're based in Liverpool and looking for a firm that will support your transition into advice — while offering real earning potential — we’d love to hear from you.
Apply now!
Junior Financial Advisor employer: Capio Recruitment Financial Planning
Contact Detail:
Capio Recruitment Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who are already working as advisors. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the specific services and products offered by the firm you’re applying to. Understanding their approach to client relationships and wealth management will help you demonstrate your enthusiasm and fit for the role during interviews.
✨Tip Number 3
Prepare to discuss your experience as a paraplanner and how it has equipped you with the skills necessary for a client-facing role. Highlight any instances where you've successfully built relationships or provided exceptional support to clients.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any additional qualifications or training you are pursuing. This demonstrates your ambition and readiness to grow within the advisory role, which is highly valued by employers.
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a paraplanner or in a similar technical support role. Emphasise any relevant qualifications, particularly if you are Level 4 qualified or close to it.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong interpersonal skills and passion for helping clients. Mention your ambition to transition into a client-facing advisory role and how you can contribute to the firm's success.
Highlight Relevant Experience: In your application, focus on any previous experience where you've successfully built relationships with clients or provided financial advice. Use specific examples to demonstrate your technical knowledge and client-facing abilities.
Show Enthusiasm for the Role: Express your excitement about the opportunity to work with a well-established firm and the potential for career progression. Let them know why you are particularly interested in this Junior Financial Advisor position.
How to prepare for a job interview at Capio Recruitment Financial Planning
✨Showcase Your Technical Knowledge
As a Junior Financial Advisor, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss financial concepts and how they apply to real-world scenarios, especially those relevant to the leads you’ll be working with.
✨Highlight Your Interpersonal Skills
Since this role involves building relationships with clients, make sure to highlight your interpersonal skills. Share examples of how you've successfully interacted with clients in the past and how you can help them achieve their financial goals.
✨Express Your Ambition for Growth
The firm is looking for someone ready to step into a client-facing role with long-term development potential. Clearly express your ambition for growth and how you see yourself evolving within the company, taking advantage of the support from senior advisors.
✨Prepare Questions About the Role
Demonstrate your interest in the position by preparing thoughtful questions about the role and the firm's culture. Ask about the support structure in place for new advisors and how success is measured in this position.
