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- Tasks: Provide financial advice and build strong client relationships in a dynamic environment.
- Company: Join a fully independent IFA firm working with major clients like Facebook.
- Benefits: Earn £35,000 plus up to 35% bonus, hybrid work, and support for further qualifications.
- Why this job: Shape your advisory style while working with a collaborative team and exciting clients.
- Qualifications: Level 4 Diploma in Financial Planning and 1-2 years IFA experience required.
- Other info: Great career progression opportunities in a supportive, entrepreneurial 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 Wakefield employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior IFA in Wakefield
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join online forums. 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 get a chance to impress someone. Prepare a short, engaging summary of your experience and what you can bring to the table as a Junior Financial Adviser.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share relevant content and engage with others in the financial advice space to boost your visibility.
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly, and it shows you're serious about joining our team. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace Junior IFA in Wakefield
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 highlight any previous experience where you've excelled in client-facing situations. We love seeing how you connect with people!
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’re considered for this exciting opportunity. Let’s get started on your journey together!
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 the portfolio of clients you'll be working with.
✨Showcase Your People Skills
As a Junior IFA, building relationships is key. Prepare examples of how you've successfully interacted with clients in the past. Think about times when you’ve gone above and beyond to deliver excellent service – this will show your potential employer that you’re client-focused.
✨Be Proactive and Flexible
Since this role is brand new, demonstrate your proactive mindset during the interview. Share ideas on how you could help shape the advisory programme and be open about your willingness to adapt as the firm grows. This will highlight your entrepreneurial spirit.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their advisers' development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
