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- Tasks: Provide financial advice and build strong client relationships in a dynamic environment.
- Company: Join a fully independent IFA firm with a collaborative team culture.
- Benefits: Competitive salary, up to 35% bonus, hybrid working, and support for further qualifications.
- Why this job: Kickstart your career with exciting clients like Facebook and shape your advisory style.
- Qualifications: Level 4 Diploma in Financial Planning and 1-2 years IFA experience required.
- Other info: Great long-term career progression in a growing firm with a supportive team.
The predicted salary is between 28000 - 42000 £ per year.
Location: Central London
Salary: £35,000 per annum + up to 35% bonus
Job Type: Permanent | Hybrid (3 days office-based, 2 days WFH)
Working Hours: Full-time
Are you a newly qualified Financial Adviser looking to take the next step in your career? This is a fantastic opportunity to join a fully independent IFA firm, working exclusively with some exciting major corporate clients such as Facebook. You will also receive an existing client book of circa £2M, plus guaranteed leads for 2026.
As a Junior Adviser, you’ll be servicing a portfolio of lower-end clients, helping them with their financial planning needs while developing your own advisory style. This is a brand-new role, so flexibility and a proactive mindset are key as you’ll help shape the programme alongside the leadership team.
Key Responsibilities- Provide financial advice to a portfolio of clients
- Build strong relationships and deliver excellent client service
- Support the development of the advisory programme
- Work closely with the COO and wider team of IFAs and administrators
- Maintain up-to-date knowledge through CPD and further qualifications
- Level 4 Diploma in Financial Planning (DipFA or equivalent) – essential
- CAS authorised CF30
- 1-2 years IFA experience
- Ideally academy-trained
- Strong sales and communication skills
- Confident in client-facing situations
- Sociable, adaptable, and eager to learn
- Comfortable working in a small, entrepreneurial team
- Salary: £35,000
- Bonus: 35%, based on 3x threshold
- Hybrid working: 2 days WFH
- Standard pension and holiday allowance
- Support with CPD and further exams
- Opportunity to take on a client bank from day one
- Long-term career progression in a growing firm
You’ll be joining a small, collaborative team of 6 experienced IFAs with a strong administrative team behind you, managing around £350M AUM. The company is fully independent and prides itself on delivering high-quality financial planning to prestigious corporate clients.
Apply today to launch your career in financial advice with a firm that values growth, flexibility, and long-term development.
Junior IFA in Liverpool employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Junior IFA role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Be ready to explain who you are, what you do, and why you're the perfect fit for a Junior Financial Adviser position.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you on their radar and shows you’re genuinely interested in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare and make your application stand out. Plus, it’s the best way to ensure your CV lands in the right hands.
We think you need these skills to ace Junior IFA in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior IFA role. Highlight your Level 4 Diploma in Financial Planning and any relevant IFA experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advice and how you can contribute to our team. Don’t forget to mention your adaptability and eagerness to learn, as these traits are key for us.
Showcase Your Client-Facing Skills: Since this role involves building strong relationships with clients, make sure to include examples of your communication and sales skills. We want to see how you’ve successfully interacted with clients in the past!
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 Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the services you'll be providing. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you can apply them to help clients.
✨Showcase Your People Skills
As a Junior IFA, building relationships is key. Prepare examples of how you've successfully interacted with clients or colleagues in the past. Highlight your communication skills and adaptability, as these will be crucial in a client-facing role.
✨Be Proactive and Flexible
Since this is a brand-new role, demonstrate your proactive mindset. Think about how you can contribute to shaping the advisory programme and be ready to share ideas during the interview. Flexibility is also important, so be prepared to discuss how you can adapt to changing situations.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
