Junior Financial Adviser

Junior Financial Adviser

Location: Oundle, Northamptonshire (Flexible)

Salary: £40,000 - £55,000

Duration: Permanent, Full Time

We are working with a Oundle based Chartered Financial Planning firm who are looking to bring on a new Junior Financial Adviser. This is a great opportunity for someone that is a new Financial Adviser that wants to manage their own clients or someone who is looking to make the step up from Paraplanning. The firm specialises in working with rural clients and farming families and they are extremely busy at present.

The Junior Financial Adviser will be supported through achieving CAS and will work closely with a Senior Financial Adviser within the first 12 months of the job. There is a client book of approximately 100 clients to take on from day one and a strong Admin and Paraplanning team so you can focus solely on seeing clients and providing a high level of holistic advice. You will provide advice in the areas of Investments, Retirement, Estate and Tax planning.

What's on Offer?

• Salary of up to £55,000
• Bonus scheme, with OTE to reach £100k by year 3
• Strong benefits package
• Support through reaching CAS status
• Client book ready to take over
• Full flexibility to work from home

Requirements for the Junior Financial Adviser position:

• Level 4 diploma in Regulated Financial Planning
• Previous experience in Wealth Management
• Client-facing experience

If you are interested in the position please apply now and a member of the team will be in touch, subject to meeting the requirements.

Junior Financial Adviser, Financial Planning, Wealth Management, Financial Services