Jobs in Trent Vale

This home based Junior Financial Adviser role is an excellent opportunity for someone early in their advice career who wants real client exposure, structured support and clear long term progression. You will be joining a growing advice firm that invests heavily in its advisers and provides clients from day one rather than relying on self generation.

In this Junior Financial Adviser job, you will begin by working with an allocated portfolio of lower value households while developing your confidence, technical ability and client facing skills. As you progress, you will naturally move on to more complex and higher value clients, supported by strong paraplanning and administration teams.

This Junior Financial Adviser role is designed for someone who is already approved to advise and now wants the opportunity to build a sustainable advice career within a well resourced and expanding business.

Key highlights of this Junior Financial Adviser job include:

• Clients provided immediately
• Clear salary progression linked to recurring income
• Strong paraplanning and client support
• Home based working with limited travel initially
• Long term career development into a fully established adviser role

Junior Financial Adviser Requirements

• Essential. Approved to advise
• Essential. Level 4 Diploma in Financial Planning or equivalent
• Desirable. Experience within an IFA or wealth management firm
• Desirable. Early career adviser or recently qualified individual
• Desirable. Experience using CRM or back office systems

The Company

The company is a well established financial planning firm that has grown significantly through acquisitions and continues to invest in advisers, technology and infrastructure. Growth is carefully managed to ensure advisers are supported and clients receive a high quality, consistent service.

Junior Financial Adviser Benefits

• Base salary between £50,000 and £60,000
• Salary uplifted every six months as recurring income grows
• Bonus paid on initial fees
• Additional bonus for self generated clients if achieved
• Home based role with increasing travel over time
• Full administrative and paraplanning support

Location

This Junior Financial Adviser job is suited to candidates based in Liverpool, Manchester, Warrington or Chester, with flexibility for North Midlands locations.

If you are a Junior Financial Adviser looking for a job that offers real clients, progression and long term stability, apply today to find out more.

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