At a Glance
- Tasks: Support clients with financial advice while developing your skills in a dynamic environment.
- Company: Join a growing financial planning firm that values and invests in its advisers.
- Benefits: Competitive salary, bonuses, and full support for your career development.
- Other info: Home-based role with opportunities for progression and limited travel initially.
- Why this job: Gain real client exposure and build a sustainable career from day one.
- Qualifications: Must be approved to advise and hold a Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 60000 £ per year.
This home based Junior Financial Adviser role is an excellent opportunity for someone early in their advice career who wants real client exposure, structured support and clear long term progression. You will be joining a growing advice firm that invests heavily in its advisers and provides clients from day one rather than relying on self generation.
In this Junior Financial Adviser job, you will begin by working with an allocated portfolio of lower value households while developing your confidence, technical ability and client facing skills. As you progress, you will naturally move on to more complex and higher value clients, supported by strong paraplanning and administration teams. This Junior Financial Adviser role is designed for someone who is already approved to advise and now wants the opportunity to build a sustainable advice career within a well resourced and expanding business.
Key highlights of this Junior Financial Adviser job include:
- Clients provided immediately
- Clear salary progression linked to recurring income
- Strong paraplanning and client support
- Home based working with limited travel initially
- Long term career development into a fully established adviser role
Junior Financial Adviser Requirements
- Essential. Approved to advise
- Essential. Level 4 Diploma in Financial Planning or equivalent
- Desirable. Experience within an IFA or wealth management firm
- Desirable. Early career adviser or recently qualified individual
- Desirable. Experience using CRM or back office systems
The Company
The company is a well established financial planning firm that has grown significantly through acquisitions and continues to invest in advisers, technology and infrastructure. Growth is carefully managed to ensure advisers are supported and clients receive a high quality, consistent service.
Junior Financial Adviser Benefits
- Base salary between £50,000 and £60,000
- Salary uplifted every six months as recurring income grows
- Bonus paid on initial fees
- Additional bonus for self generated clients if achieved
- Home based role with increasing travel over time
- Full administrative and paraplanning support
Location
This Junior Financial Adviser job is suited to candidates based in Liverpool, Manchester, Warrington or Chester, with flexibility for North Midlands locations.
If you are a Junior Financial Adviser looking for a job that offers real clients, progression and long term stability, apply today to find out more.
Junior Financial Advisor in Bolton employer: Premier Jobs UK Limited
Join a dynamic and supportive financial planning firm that prioritises your growth as a Junior Financial Adviser. With immediate client exposure, structured support, and a clear path for progression, you will thrive in a home-based role that offers a competitive salary and bonuses, alongside comprehensive administrative assistance. This is an excellent opportunity to build a sustainable career in a well-resourced environment, particularly for those based in Liverpool, Manchester, Warrington, or Chester.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Advisor in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Junior Financial Adviser role. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or during interviews, make sure you can clearly articulate why you’re the right fit for the Junior Financial Adviser position. Highlight your qualifications and how you can contribute to their team from day one.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, send a quick thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the Junior Financial Adviser position.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities for Junior Financial Advisers, and applying directly through us can give you a better chance of standing out. Plus, we’re here to support you every step of the way as you kickstart your career in financial advice.
We think you need these skills to ace Junior Financial Advisor in Bolton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Junior Financial Adviser role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience, even if it's just a bit of exposure in an IFA or wealth management firm. We want to see how you fit into our vision!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial advising and how you can contribute to our growing team. Be genuine and let us know why you're excited about this opportunity with StudySmarter.
Showcase Your Skills:Don’t forget to mention your client-facing skills and any experience with CRM or back office systems. We’re looking for someone who’s ready to jump in and start working with clients right away, so make sure we see that in your application!
Apply Through Our Website:We encourage you to apply 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 shows you’re keen to join our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 Diploma in Financial Planning. Be ready to discuss how your qualifications and any relevant experience can help you support clients effectively from day one.
✨Show Your Client-Facing Skills
Since this role involves real client exposure, think of examples where you've successfully interacted with clients or customers. Highlight your communication skills and how you can build trust and rapport, even with lower value households.
✨Understand the Company Culture
Research the firm’s values and their approach to client service. Be prepared to explain why you want to work for a company that invests heavily in its advisers and how you see yourself fitting into their growth plans.
✨Ask Smart Questions
Prepare thoughtful questions about the support systems in place, like paraplanning and administration teams. This shows you're serious about your career progression and want to understand how they can help you succeed as a Junior Financial Adviser.
