Junior Financial Adviser
Location: City of LondonEmployment Type: Permanent, Full-timeRemuneration: £35,000-£40,000 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
- Provide ongoing advice and support to an allocated group of clients in line with regulatory standards
- Carry out structured financial reviews and implement suitable planning strategies
- Develop professional, long‑term relationships with clients through regular engagement
- Support the generation of new advice opportunities through referrals and client activity
- Collaborate with internal support teams to ensure accurate, efficient, and timely delivery of advice
- Engage fully in training, supervision, and development activity to enhance technical knowledge and advisory skills
Skills & Experience
- Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification)
- Background within financial services, with a minimum of 2-3 years industry experience
- Motivation to progress towards Chartered status over time
- Sound understanding of core advice areas including pensions, investments, protection, and taxation
- Strong interpersonal and communication skills
- Professional, ethical approach with a strong focus on client outcomes
- High attention to detail and appreciation of regulatory obligations
- Confident user of Microsoft Office; experience with financial planning tools or CRM systems
- Positive, collaborative mindset with a willingness to learn and accept feedback
Whats on Offer
- Structured training programme designed to support progression to Competent Adviser Status
- Access to an established client portfolio with meaningful assets under advice
- Ongoing one‑to‑one coaching and regular team development sessions
- Clear long‑term career development opportunities within a stable advisory business
- Comprehensive administrative and paraplanning support to enable focus on client-facing work
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