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- Tasks: Provide financial advice, manage client relationships, and identify planning opportunities.
- Company: Rapidly growing national wealth management firm with a supportive culture.
- Benefits: Salary between £45,000 – £60,000, competitive bonuses, and hybrid working.
- Why this job: Join a dynamic team and develop your advisory skills with existing clients from day one.
- Qualifications: 1+ year of regulated advice experience and Level 4 Diploma (or working towards it).
- Other info: Strong operational support and clear progression opportunities in a tech-led environment.
The predicted salary is between 45000 - 60000 £ per year.
We are currently partnering with a highly established and rapidly growing national wealth management firm to recruit a Junior Financial Adviser to join their expanding team. This opportunity is ideal for an adviser with around 1+ year of regulated advice experience who is looking to develop their career within a structured, supportive environment where clients, infrastructure and progression opportunities are already in place. Unlike many entry-level advisory roles, this position offers immediate access to existing clients, allowing you to focus on developing your advisory skills and building recurring income from day one.
The Role
- You will work as part of an experienced financial planning team, providing holistic financial advice to private clients across pensions, investments and protection planning.
- The business offers strong operational and paraplanning support, enabling advisers to concentrate on client relationships and business development.
Key responsibilities include:
- Providing regulated financial advice to private clients
- Managing and developing an allocated client bank
- Conducting client reviews and identifying planning opportunities
- Building long-term client relationships
- Working collaboratively with paraplanning and administrative support teams
What’s on Offer
- Salary between £45,000 – £60,000 (depending on experience)
- Clients provided
- Competitive bonus structure
- Strong support infrastructure and lead flow
- Hybrid working arrangement
- Clear progression
- Full back office and technical support
- Technology-led business investing heavily in efficiency and adviser productivity
About the Business
Our client is a well-capitalised, national financial planning organisation undergoing significant growth and investment. The firm is focused on delivering high-quality holistic advice supported by modern technology, strong compliance frameworks and dedicated back-office teams. Significant investment has been made into systems and operational efficiency, allowing advisers to maximise client-facing time while reducing administrative burden.
Requirements
- Minimum 1+ year experience providing regulated financial advice
- CAS status achieved (or close to completion)
- Level 4 Diploma qualified (or working towards completion)
- Strong client relationship and communication skills
- Experience gained within IFA, banking, restricted or tied advice environments will be considered
Junior Financial Adviser in Southampton employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that Junior Financial Adviser role.
✨Tip Number 2
Practice your pitch! You’ll want to be ready to explain your experience and how it aligns with the role. We suggest rehearsing with friends or family to get comfortable talking about your skills and ambitions.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews, drop a quick thank-you email to express your appreciation. It shows you’re keen and keeps you fresh in their minds. We love a good follow-up!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate and find the perfect fit for your career goals.
We think you need these skills to ace Junior Financial Adviser in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Financial Adviser role. Highlight your relevant experience, especially any regulated advice you've provided, and showcase your skills in client relationship management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your background aligns with the firm's values. Be genuine and let your personality come through.
Showcase Your Skills: In your application, emphasise your communication skills and ability to build long-term client relationships. Mention any specific experiences where you’ve successfully managed client portfolios or conducted reviews.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the quickest way for us to see your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and protection planning. Familiarise yourself with the latest trends in wealth management and be ready to discuss how you can apply this knowledge to help clients.
✨Showcase Your Experience
With at least a year of regulated advice experience under your belt, be prepared to share specific examples of how you've successfully managed client relationships or identified planning opportunities. This will demonstrate your capability and readiness for the role.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's approach to client management and the support you'll receive. This shows your genuine interest in the role and helps you understand how you can thrive within their structured environment.
✨Emphasise Teamwork
Since the role involves working closely with paraplanning and administrative support teams, highlight any past experiences where you've collaborated effectively. This will show that you're not just a lone wolf but someone who values teamwork and can contribute to a cohesive work environment.