Are you a financial services professional looking for that step up into Financial Advice?
Recruit UK is delighted to be partnering with a modern Financial Planning business to take on a Junior Financial Adviser. This is an opportunity for an ambitious individual looking to step into a client-facing advice role at a company that puts life planning at the forefront.
This company offers mentorship, and support with further exams and development.
Benefits:
- Salary from £30,000 - £45,000 for junior advisers (flexible dependent on experience)
- Existing client bank and leads provided
- Exam support and ongoing mentorship
- Hybrid working (1-2 days from home)
- 25 days holiday plus bank holidays and Christmas closure
- Flexible and bespoke remuneration discussions (pension, protection, flexibility etc.)
- Exposure to highly personalised, holistic financial planning work
- Supportive working environment with direct access to experienced advisers
Duties will include:
- Servicing an existing bank of ongoing financial planning clients
- Conducting holistic financial planning reviews and lifestyle conversations
- Producing and presenting cashflow models
- Building long-term relationships with clients and understanding wider financial objectives
- Advising across pensions, investments, protection, and wider planning needs
- Working collaboratively with the wider team to deliver tailored client outcomes
- Carrying out administrative duties where required
- Supporting the continued growth and development of the firm's planning proposition
This position would best suit:
- A Level 4 qualified administrator, paraplanner or junior financial adviser looking for a great advice pathway
- An adviser who feels stuck in a heavily targeted or transactional environment and wants to deliver more meaningful planning
- Someone who enjoys relationship building, thinking outside the box, and taking a more holistic view of clients' lives and goals
Skills and experience we’re looking for:
- Level 4 Diploma in Regulated Financial Planning (or close to completion)
- Experience within Financial Services, (administration, paraplanning or financial advice)
- Interest in holistic financial planning and relationship-led advice
- Motivated, driven and keen to continue learning and developing
- Open-minded approach and willingness to work differently from traditional advisory models
If this junior financial adviser position sounds of interest to you, and you’d like to discuss, apply today!
Pay: £30,000.00-£45,000.00 per year
Benefits:
- On-site parking
- Work from home
Application question(s):
- Do you have experience within Wealth Management?
- Have you made progress towards the Level 4 Diploma in Regulated Financial Planning?
Work Location: Hybrid remote in Poole (Dorset, South West Region)
