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- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Respected Wealth Management practice with a focus on integrity and client care.
- Benefits: ÂŁ35,000 base salary, competitive commission, hybrid working, and full support.
- Why this job: Step into a ready-made client bank and grow your career in financial advice.
- Qualifications: Level 4 Diploma in Financial Planning and previous Paraplanner experience.
- Other info: Great opportunity for long-term progression into a Senior Adviser role.
The predicted salary is between 28000 - 42000 ÂŁ per year.
Junior Financial Adviser – Staffordshire / West Midlands Border
Client Bank: Ready-made portfolio of around 50 clients
Requirements: Level 4 Diploma in Financial Planning (minimum)
Are you a Level 4 qualified Paraplanner ready to make the step into advice — but want the confidence of joining a firm that will set you up for success?
This is an incredible opportunity to join a respected Wealth Management practice based on the Staffordshire / West Midlands border, with a ready-made client bank of around 50 loyal clients waiting for you.
You’ll be stepping into an established business that values professionalism, integrity, and client care — not KPI-chasing. You’ll receive full support, mentoring, and the autonomy to build trusted relationships and grow your book organically.
🔍 The Role:
- Take over an existing client bank and provide holistic financial advice.
- Deliver ongoing reviews, suitability assessments, and tailored planning solutions.
- Build long‑term relationships with clients and identify new opportunities for growth.
- Work closely with paraplanners and administrators to ensure a smooth client journey.
✅ What You’ll Need:
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent).
- Previous experience as a Paraplanner or within financial planning support.
- Excellent communication skills and a genuine passion for helping clients achieve their goals.
- A proactive mindset and the confidence to manage client relationships independently.
🌟 What’s in It for You:
- ÂŁ35,000 base salary + competitive commission structure.
- A ready‑made client bank (approx. 50 clients).
- Full paraplanning and admin support.
- Hybrid working opportunities.
- Long‑term progression into a Senior Adviser role.
If you’re ready to take the next step in your advice career — with clients ready and waiting — we’d love to hear from you.
đź“© Apply today or reach out for a confidential conversation.
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Junior Financial Advisor employer: Frey Consulting Group
Contact Detail:
Frey Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Junior Financial Advisor role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Prepare a short, engaging summary of your experience and what you bring to the table. Make it memorable so they think of you when opportunities arise.
✨Tip Number 3
Follow up after interviews! If you've had a chat with a potential employer, drop them a quick thank-you email. It shows you're keen and professional. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. So, get clicking and let’s get you that dream job!
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Junior Financial Adviser role. Highlight your Level 4 Diploma and any relevant paraplanning experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: As a financial adviser, communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. We want to see how you connect with clients!
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 Frey Consulting Group
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial advice and client management. Familiarise yourself with the specific needs of the clients you'll be working with, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Communication Skills
As a Junior Financial Advisor, excellent communication is key. Prepare examples of how you've effectively communicated complex financial concepts in the past. This will demonstrate your ability to build long-term relationships with clients and convey tailored planning solutions.
✨Demonstrate Proactivity
Highlight instances where you've taken the initiative in previous roles, whether it was identifying new opportunities for growth or managing client relationships independently. This proactive mindset is exactly what they’re looking for!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client care and how they support their advisers. This not only shows your genuine interest in the role but also helps you assess if the company aligns with your values and career goals.
