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 full support from paraplanning teams.
- Other info: Clear progression opportunities and supportive team culture.
- 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 or equivalent.
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 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:
- 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
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
About 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.
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 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 employer: Premier Jobs UK
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 salary increases and comprehensive administrative assistance. Our commitment to investing in our advisers ensures you have the resources needed to build a successful and sustainable career in financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend local finance events. We all know that sometimes it’s not just what you know, but who you know that can land you that Junior Financial Adviser role.
✨Tip Number 2
Practice your pitch! You’ll want to be ready to showcase your skills and experience in a way that resonates with potential employers. We suggest rehearsing with friends or family to build your confidence before those interviews.
✨Tip Number 3
Don’t shy away from asking questions during interviews. It shows your interest and helps you gauge if the company is the right fit for you. We believe that a good conversation can set you apart from other candidates.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in. Plus, we’re always on the lookout for passionate individuals ready to grow their careers in financial advice.
We think you need these skills to ace Junior Financial Advisor
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 any experience you have in financial advice or client management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your background makes you a great fit. Don’t forget to mention your eagerness for client exposure and long-term career development.
Showcase Your Client-Facing Skills:Since this role involves real client interaction from day one, make sure to highlight any previous experience where you've successfully engaged with clients. This could be through internships, part-time jobs, or even volunteer work.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to see your application and get you started on your journey with us at StudySmarter!
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 from day one.
✨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, consistent service.
✨Ask Smart Questions
Prepare thoughtful questions about the support systems in place, like paraplanning and administration teams. This shows your interest in long-term career development and helps you understand how they can help you grow as an adviser.
