At a Glance
- Tasks: Engage with clients to simplify their financial goals and provide tailored advice.
- Company: Dynamic financial advisory firm in vibrant Manchester City Centre.
- Benefits: Up to £40,000 salary, generous pension, profit share, and private medical insurance.
- Other info: Join a supportive team and make a real difference in clients' financial futures.
- Why this job: Kickstart your career in finance with full training and fast-track progression opportunities.
- Qualifications: Sales or business development experience and strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
Location: Vibrant Manchester City Centre Offices
Salary: Up to £40,000 per annum (On-Target Earnings: £90,000)
Working Hours: Monday to Friday (Office based)
Benefits:
- Generous pension scheme (8%)
- Profit share scheme
- Share scheme opportunities
- Generous holiday entitlement
- Private medical insurance
- Clear and fast-track progression opportunities
About the company: Are you passionate about helping people make sense of their money? We're looking for a Junior Financial Advisor to join our fantastic client and be one of the first friendly faces their clients meet as they start planning for their financial future. In this role, you'll have meaningful conversations with clients about their goals - whether it's saving for retirement, investing wisely, or simply gaining confidence in managing their finances. We're looking for sales and business development professionals who are wanting to transition into financial advice. Full training via their academy programme alongside completing a free DipFa level 4 qualification.
Key Responsibilities:
- Be a welcoming first point of contact for new and potential clients.
- Have friendly, open conversations to understand what matters most to them financially.
- Help turn complicated money talk (like pensions and investments) into plain English.
- Work with Senior Advisors to create advice that fits each client's personal goals.
- Keep client notes, reports, and paperwork organised and up to date.
- Stay in touch with clients, keeping them informed and feeling looked after.
- Make sure everything we do follows the right rules and regulations.
- Answer client questions and lend a hand whenever needed.
- Always act with honesty, respect, and confidentiality.
Requirements:
Experience: At minimum 12 months of experience in business development or sales.
Skills: Strong communication skills with a natural ability to engage confidently with clients on a regular basis (Not a cold calling position).
Person: Eager to progress within the financial advice market to senior advisor. This is an incredible opportunity for an ambitious individual looking to accelerate their career within a supportive and thriving IFA firm. If you're interested apply online today!
Junior Financial Advisor employer: Robert Walters
Join a dynamic and supportive team in the heart of Manchester, where your passion for helping clients navigate their financial futures will be truly valued. With a generous benefits package including a robust pension scheme, profit share opportunities, and clear pathways for career progression, this role as a Junior Financial Advisor offers not just a job, but a fulfilling career in a thriving environment. Embrace the chance to grow professionally while making a meaningful impact on clients' lives in a vibrant city centre location.
