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: Flexible working locations with excellent long-term career progression.
- Why this job: Gain real client exposure and build a sustainable career in financial advising.
- Qualifications: Approved to advise with 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 Manchester 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 competitive salaries and bonuses, alongside a strong administrative team to help you succeed. This is an excellent opportunity to build a sustainable career in a well-resourced environment, particularly suited for those based in Liverpool, Manchester, Warrington, or Chester.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Advisor in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the Junior Financial Adviser role. Highlight your qualifications and any relevant experience, even if it's just from your studies or internships.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to showcase your skills and connect with potential employers. Engage with content related to financial advising to get noticed.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team and taking your career to the next level.
We think you need these skills to ace Junior Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Junior Financial Adviser role. Highlight any relevant qualifications, like your Level 4 Diploma in Financial Planning, and showcase your client-facing experience.
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 you can contribute to our growing team. Be genuine and let your personality come through.
Showcase Your Technical Skills:Since this role involves working with clients and paraplanning support, mention any experience you have with CRM or back office systems. We want to see that you're ready to hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team at StudySmarter!
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 provide value to clients right from the start.
✨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 align with their mission of providing high-quality, consistent service.
✨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 grow into a fully established adviser role.
