Junior financial Work, Jobs in Sway, Ham (with Salaries)

Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
6h
Junior Business Controller
Saab —Fareham
- Microsoft Excel
- Organisational skills
- Communication skills
Senior Paraplanner
RGH‑Global Limited —Southampton
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Test Engineer
Leonardo UK Ltd —Southampton
- £44,171 - £61,950 a year
- Full-time
- Hybrid work
- Mentoring
- Agile
- Leadership
- Flexible schedule
- Referral programme
1d
Compliance Associate
Lawhive —Poole
- Full-time
- Hybrid work
- Leadership
- Annual leave
11d
Groundworks Assistant
Auger —Bournemouth
- £28,089.10 - £33,504.53 a year
- Overtime
- No experience needed
- Annual leave
Quick apply
Senior Account Manager
Precision Medicine Group —Salisbury
- Remote
- Business development
- Quality control
7d
Medical Equipment Technical Lead
Hampshire Hospitals NHS Foundation Trust —Winchester
- £49,387 - £56,515 a year
- Full-time
- Training & development
5h
Junior Sous Chef
Valor Hospitality —Eastleigh
- £14.66 an hour
- Full-time
- Culinary experience
- Employee assistance programme
- Employee discount
Quick apply
Manager (Employment Tax)
PKF Francis Clark —Poole
- Hybrid work
- Leadership
- Tax experience
Principal / Lead Systems Engineer - Naval
Leonardo UK Ltd —Southampton
- £54,000 - £81,000 a year
- Full-time
- Hybrid work
- Military
- Engineering
- Software development
- Flexible schedule
- Referral programme
Senior Project Manager
Gallifordtry —Bournemouth
- Full-time
- Engineering
- Bachelor's degree
- Contracts
- Employee assistance programme
- Employee discount
Lead Manufacturing Engineering Specialist
Leonardo UK Ltd —Southampton
- Full-time
- Hybrid work
- Engineering
- Negotiation
- Flexible schedule
- Referral programme
Senior Manager (Employment Tax)
PKF Francis Clark —Poole
- Hybrid work
- Leadership
- Tax experience
Private Client Tax Senior Manager (International Tax)
PKF Francis Clark —Poole
- Hybrid work
- Tax experience
Consultant in General Adult Psychiatry -CMHT- Desborough House
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Eastleigh
- £109,725 - £145,478 a year
- Part-time
- Management
- Doctoral degree
- Research
- Employee discount
Chef de Partie
The Pembroke Arms —Salisbury
- Up to £14.50 an hour
- Full-time
- Bar
- Mentoring
- Kitchen experience
- Flexible schedule
Quick apply
Senior Quantity Surveyor
Rund —Southampton
- Full-time
- Analysis skills
- Bachelor's degree
- Contracts
Director — Building Services (Electrical)
Ramboll —Southampton
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
- Annual leave
Quick apply
Sous Chef
The Queen's Head —Salisbury
- Full-time
- Bar
- Quality control
- Mentoring
- Flexible schedule
Quick apply

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Financial Planning Associate - Fareham

Atomos -
Fareham

Apply Now

Job details

6 hours ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

junior financial jobs in sway, ham

Financial Planning Associate - Fareham

Junior Business Controller

Senior Paraplanner

Senior Test Engineer

Compliance Associate

Groundworks Assistant

Senior Account Manager

Medical Equipment Technical Lead

Junior Sous Chef

Manager (Employment Tax)

Principal / Lead Systems Engineer - Naval

Senior Project Manager

Lead Manufacturing Engineering Specialist

Senior Manager (Employment Tax)

Private Client Tax Senior Manager (International Tax)

Consultant in General Adult Psychiatry -CMHT- Desborough House

Chef de Partie

Senior Quantity Surveyor

Director — Building Services (Electrical)

Sous Chef

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