Junior Financial Adviser
New Today
Location: City of London Employment Type: Permanent, Full-time Remuneration: £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
- Location:
- United Kingdom
- Job Type:
- FullTime