Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with financial planning and build long-term relationships.
- Company: Dynamic financial planning firm in the heart of London.
- Benefits: Competitive salary, bonuses, structured training, and career development.
- Why this job: Gain valuable experience and work towards Chartered status in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2-3 years industry experience.
- Other info: Enjoy ongoing coaching and a clear pathway to career advancement.
The predicted salary is between 30000 - 40000 £ per year.
A City-based financial planning firm is seeking a Junior Financial Adviser to join its advisory team as part of a planned growth phase. This position is ideal for a Level 4 qualified adviser who is looking to build confidence, capability, and autonomy within a structured and well-supported environment.
The successful individual will work with an existing portfolio of clients, supporting them through structured financial reviews and long-term planning. Advice will span core areas including investments, retirement planning, personal protection, and estate considerations. The role offers a clear pathway toward achieving full Competent Adviser Status.
Key Responsibilities- Provide ongoing advice and support to an allocated group of clients in line with regulatory standards
- Carry out structured financial reviews and implement suitable planning strategies
- Develop professional, long-term relationships with clients through regular engagement
- Support the generation of new advice opportunities through referrals and client activity
- Collaborate with internal support teams to ensure accurate, efficient, and timely delivery of advice
- Engage fully in training, supervision, and development activity to enhance technical knowledge and advisory skills
- Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification)
- Background within financial services, with a minimum of 2-3 years industry experience
- Motivation to progress towards Chartered status over time
- Sound understanding of core advice areas including pensions, investments, protection, and taxation
- Strong interpersonal and communication skills
- Professional, ethical approach with a strong focus on client outcomes
- High attention to detail and appreciation of regulatory obligations
- Confident user of Microsoft Office; experience with financial planning tools or CRM systems
- Positive, collaborative mindset with a willingness to learn and accept feedback
- Structured training programme designed to support progression to Competent Adviser Status
- Access to an established client portfolio with meaningful assets under advice
- Ongoing one-to-one coaching and regular team development sessions
- Clear long-term career development opportunities within a stable advisory business
- Comprehensive administrative and paraplanning support to enable focus on client-facing work
Junior Financial Adviser in London employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with professionals in the financial services sector. Building relationships can lead to referrals and insider job opportunities.
✨Tip Number 2
Practice your pitch! Be ready to explain who you are, what you do, and why you're the perfect fit for the Junior Financial Adviser role. A confident and clear introduction can make a lasting impression.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your qualifications and connect with potential employers. Share relevant content and engage with industry discussions to get noticed.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals like you. Make sure your application stands out by highlighting your skills and experiences that align with the role.
We think you need these skills to ace Junior Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualification and any relevant financial services experience to show us you're the right fit for the Junior Financial Adviser role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising. Share specific examples of how you've supported clients in the past and how you plan to build long-term relationships with them in this role.
Showcase Your Skills: Don’t forget to mention your strong interpersonal and communication skills! We want to see how you can engage with clients and collaborate with our internal teams to deliver top-notch advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially in areas like pensions, investments, and taxation. Being able to discuss these topics confidently will show that you're ready for the role and understand what it takes to support clients effectively.
✨Showcase Your Interpersonal Skills
As a Junior Financial Adviser, building relationships with clients is key. Prepare examples of how you've successfully engaged with clients or colleagues in the past. This will demonstrate your strong communication skills and your ability to foster long-term relationships.
✨Be Ready to Discuss Regulatory Standards
Familiarise yourself with the regulatory obligations in the financial services industry. Be prepared to discuss how you would ensure compliance while providing advice. This shows that you take your responsibilities seriously and are committed to ethical practices.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the firm's approach to client engagement and their training programmes. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
