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- Tasks: Provide holistic financial advice and manage an allocated client bank.
- Company: Rapidly growing national wealth management firm with a supportive culture.
- Benefits: Salary between £45,000 – £60,000, competitive bonuses, and hybrid working.
- Other info: Join a tech-led business focused on efficiency and adviser productivity.
- Why this job: Immediate access to clients and strong support for your career growth.
- Qualifications: 1+ year of regulated advice experience and Level 4 Diploma (or working towards).
The predicted salary is between 45000 - 60000 £ per year.
We are currently partnering with an 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 - Client book provided in Southampton employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser - Client book provided in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Junior Financial Adviser 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 as a financial adviser.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Share insights about the financial industry to position yourself as a knowledgeable candidate.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Junior Financial Adviser - Client book provided in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your regulated advice experience and any relevant qualifications, like your Level 4 Diploma. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Junior Financial Adviser role and how your background aligns with our needs. Be genuine and let your personality come through – we love that!
Showcase Your Client Relationship Skills: Since building long-term client relationships is key, share examples of how you've successfully managed client interactions in the past. We want to know how you connect with clients and help them achieve their financial goals.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 Client Relationship Skills
Since this role is all about building long-term client relationships, think of examples from your past experience where you've successfully managed client interactions. Be prepared to share how you’ve identified planning opportunities and added value to clients.
✨Understand the Company Culture
Research the firm’s values and mission. Understanding their approach to holistic financial advice and technology-led solutions will help you align your answers with what they’re looking for. It shows you’re genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about their support infrastructure or how they envision the growth of your client book. It demonstrates your enthusiasm for the role and helps you gauge if it’s the right fit for you.