At a Glance
- Tasks: Support clients with financial advice and develop your skills in a dynamic environment.
- Company: Established financial planning firm focused on adviser growth and client satisfaction.
- Benefits: Competitive salary, bonuses, home-based work, and strong support teams.
- Other info: Clear progression opportunities and supportive culture for early career advisers.
- Why this job: Gain real client exposure and build a sustainable career in financial advising.
- Qualifications: 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.
Locations
Junior Financial Advisor in Cheshire, Warrington employer: Premier Jobs UK Limited
As a Junior Financial Adviser with our well-established financial planning firm, you will benefit from a supportive work culture that prioritises your professional growth and client engagement from day one. With a clear path for progression, comprehensive administrative support, and a competitive salary structure, this home-based role offers the perfect environment for early-career advisers to thrive while serving clients in Liverpool, Manchester, Warrington, or Chester.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Advisor in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry 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 get a chance to introduce yourself to a potential employer. Have a clear, concise summary of your skills and what you bring to the table as a Junior Financial Adviser ready to go.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the one offering this role. Show them your enthusiasm and ask about opportunities – it could set you apart from the crowd.
✨Tip Number 4
Utilise our website to apply! We’ve got all the resources you need to make your application stand out. Plus, applying through us means you’ll be in the loop for any updates or tips we have to help you succeed in your job search.
We think you need these skills to ace Junior Financial Advisor in Cheshire, Warrington
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. Mention why you're excited about the opportunity to work with clients from day one and how you plan to develop your skills with us.
Showcase Your Skills:Don’t forget to highlight your technical abilities and client-facing skills in your application. If you've used CRM or back office systems before, let us know! We’re looking for someone who’s ready to jump in and grow with our supportive team.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Plus, you’ll get all the latest updates on your application status directly from us!
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 long-term career development and want to understand how they can help you succeed.
