Junior Financial Adviser
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Junior Financial Adviser
Location: City of London
Employment Type: Permanent Full-time
Remuneration: basic salary plus bonus and benefits
The Role
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
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Provide ongoing advice and support to an allocated group of clients in line with regulatory standards
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Carry out structured financial reviews and implement suitable planning strategies
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Develop professional long-term relationships with clients through regular engagement
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Support the generation of new advice opportunities through referrals and client activity
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Collaborate with internal support teams to ensure accurate efficient and timely delivery of advice
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Engage fully in training supervision and development activity to enhance technical knowledge and advisory skills
Skills & Experience
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Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification)
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Background within financial services with a minimum of 2-3 years industry experience
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Motivation to progress towards Chartered status over time
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Sound understanding of core advice areas including pensions investments protection and taxation
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Strong interpersonal and communication skills
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Professional ethical approach with a strong focus on client outcomes
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High attention to detail and appreciation of regulatory obligations
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Confident user of Microsoft Office; experience with financial planning tools or CRM systems
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Positive collaborative mindset with a willingness to learn and accept feedback
Whats on Offer
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Structured training programme designed to support progression to Competent Adviser Status
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Access to an established client portfolio with meaningful assets under advice
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Ongoing one-to-one coaching and regular team development sessions
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Clear long-term career development opportunities within a stable advisory business
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Comprehensive administrative and paraplanning support to enable focus on client-facing work
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
