Full job descriptionAre 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!