At a Glance
- Tasks: Support clients with financial advice and develop your skills in a dynamic environment.
- Company: Established financial planning firm investing in advisers and technology.
- Benefits: Competitive salary, bonuses, home-based work, and strong support teams.
- Other info: Clear progression opportunities and supportive team culture.
- Why this job: Gain real client exposure and build a sustainable career in finance.
- Qualifications: Approved to advise and hold a Level 4 Diploma in Financial Planning.
The predicted salary is between 55000 - 55000 £ 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 Basford, Stoke-on-Trent employer: Premier Jobs UK
Join a dynamic and supportive financial planning firm that prioritises your growth as a Junior Financial Adviser. With immediate client access, structured progression, and a strong emphasis on professional development, you will thrive in a home-based role that offers flexibility and a clear path to becoming a fully established adviser. Enjoy competitive salaries, regular uplifts, and comprehensive support from dedicated paraplanning and administration teams, all while working in a culture that values quality service and employee investment.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Advisor in Basford, Stoke-on-Trent
✨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! When you get the chance to chat with potential employers, be ready to showcase your skills and enthusiasm. A confident introduction can make all the difference in landing that Junior Financial Adviser role.
✨Tip Number 3
Stay active on LinkedIn! Share relevant content, engage with industry discussions, and connect with professionals in your field. This not only boosts your visibility but also shows your passion for financial advising.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can give you an edge. Plus, it shows you're serious about joining our growing team!
We think you need these skills to ace Junior Financial Advisor in Basford, Stoke-on-Trent
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the financial advisory field shine through. We want to see that you’re genuinely excited about helping clients and growing your career with us!
Tailor Your CV:Make sure your CV highlights relevant experience and skills that match the Junior Financial Adviser role. We love seeing how your background aligns with what we’re looking for, so don’t hold back on showcasing your qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be personal, be engaging, and connect your experiences to the responsibilities outlined in the job description. We want to get to know you!
Apply Through Our Website:To make sure your application gets to us quickly and efficiently, apply directly through our website. It’s the best way to ensure we see your application and can start the process of getting you on board!
How to prepare for a job interview at Premier Jobs UK
✨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.
✨Showcase Your Client Skills
Since this role involves real client exposure, think of examples where you've successfully interacted with clients or managed relationships. Highlight your communication skills and how you can build trust with clients, even if you're early in your career.
✨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 them specifically and how you align with their commitment to providing high-quality advice and support.
✨Ask Smart Questions
Prepare thoughtful questions about the role, the support you'll receive, and the progression opportunities available. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
