At a Glance
- Tasks: Support and service high-earning clients while developing your financial planning skills.
- Company: Respected financial planning practice with a client-centric culture.
- Benefits: Up to £50,000 salary, performance bonuses, and long-term equity potential.
- Other info: Join a supportive team with excellent growth opportunities and a strong referral culture.
- Why this job: Build a meaningful career focused on client relationships, not just sales.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience required.
The predicted salary is between 36000 - 60000 £ per year.
A respected, advice-led financial planning practice is looking for a motivated and client-centric Junior Financial Adviser 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 always come first. This role is designed for someone who wants to become a trusted, long-term adviser — not chase transactional sales targets.
The Opportunity
- Joining as a Junior Adviser, you’ll work closely with the founder and wider team, gaining immediate exposure to:
- A loyal, well-established client base
- Strong inbound demand
- A structured, personalised development pathway
As your confidence and capability grow, so will your autonomy, responsibility, and client ownership. For the right person, this forms part of a long-term succession plan with potential for future equity participation.
Key Responsibilities
- Supporting and servicing an existing portfolio of high-earning professionals and business owners
- Attending joint client meetings and gradually taking the lead on relationships
- Preparing and delivering high-quality, advice-led financial planning
- Collaborating with paraplanning and operations teams to deliver a seamless client experience
- Contributing to events, referrals, and broader business development activity
- Developing your technical knowledge, advice skills, and professional qualifications
This role is ideal for someone who values suitability, long-term planning, and exceptional client outcomes above short-term wins.
What We Offer
- A fully employed package, including:
- Base salary up to £50,000
- Performance bonus typically 10–25%+, linked to contribution, quality and advice metrics (IAF/OAF)
- Modern systems, equipment, and planning software
- Strong PSS and outsourced paraplanning support
- A transparent progression pathway
- Long-term equity potential, subject to performance and values alignment
Your compensation and responsibilities will grow as you develop within the practice.
About the Company
- 10 years established
- £90m+ FUM
- 250+ client families
- Advice-led, client-centric, relationship-driven
- Strong referral culture with exceptional client retention
- An infrastructure designed so advisors can focus on what matters: clients and advice quality
The culture is grounded in integrity, professionalism, and long-term thinking — a place where both clients and staff are supported to thrive.
Qualifications & Experience
Essential
- Level 4 Diploma in Regulated Financial Planning (CII, LIBF/IFS, CISI or equivalent) — completed or near completion
- Strong understanding of FCA regulation, suitability and financial planning principles
- Experience within a regulated financial advice or wealth management environment
- Proven client-facing experience and the ability to build trusted long-term relationships
- Commitment to professional ethics and delivering outstanding client outcomes
Personal Attributes
- Client-focused, values-driven, and advice-led rather than sales-led
- Eager to learn, grow, and take on increasing responsibility
- Comfortable in a high-trust, high-quality professional setting
- Motivated by long-term career development and forming enduring client relationships
Financial Adviser employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨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.
✨Showcase Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your skills and experiences. Share specific examples of how you've helped clients in the past or how you’ve tackled challenges. This will help you stand out as a candidate who’s ready to make an impact.
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s values, their client base, and the services they offer. Prepare thoughtful questions that show you’re genuinely interested in their approach to financial advising. This will demonstrate your commitment to becoming a trusted adviser.
✨Apply Through Our Website
Don’t forget to apply through our website! 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 on the path to becoming a Junior Financial Adviser!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Junior Financial Adviser role. Highlight your client-facing experience and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how you embody our values of integrity and professionalism. Share specific examples of how you've built long-term relationships in previous roles.
Showcase Your Understanding of the Industry:Demonstrate your knowledge of FCA regulations and financial planning principles in your application. This shows us that you’re not just looking for any job, but that you’re genuinely interested in making a difference in clients' lives.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and FCA regulations. 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-Centric Approach
Prepare examples from your past experiences where you've prioritised client needs over sales targets. This role is all about building long-term relationships, so demonstrating your commitment to client satisfaction will set you apart.
✨Ask Thoughtful Questions
Come prepared with questions that reflect your interest in the company’s culture and values. Inquire about their approach to client relationships and how they support their advisers in professional development. This shows you're genuinely interested in being part of their team.
✨Demonstrate Your Growth Mindset
Express your eagerness to learn and grow within the role. Talk about your commitment to obtaining further qualifications and how you plan to contribute to the team's success. This aligns perfectly with their focus on long-term career development.
