Junior Financial Planner

Job Title: Junior Financial Planner

Location: Bristol

Salary: £40,000 rising to £50,000

This is an exciting opportunity for a recently qualified and client-facing Financial Adviser to join a progressive and highly regarded Financial Planning firm.

The business is looking for someone already Level 4 qualified, ideally with around a year of advisory experience, who may feel ready for a better platform, stronger mentorship, and clearer progression. The firm requires someone comfortable in front of clients and ready to build relationships from day one.

You will work under the supervision of a Chartered Financial Planner, inherit an existing client bank, and complete an internal development programme designed to embed the firm's holistic, lifestyle-based planning philosophy.

The Role:

• Conduct client meetings across Bristol and Cheltenham
• Service and retain an inherited client portfolio
• Generate and convert new business opportunities
• Manage review meetings, top-ups, and ongoing advice needs
• Develop confidence across holistic, full lifestyle planning
• Progress toward managing your own client relationships independently

The Required Skills & Experience:

• Minimum Level 4 Diploma in Financial Planning
• Ideally around 1 year in a client-facing advisory role
• CAS desirable
• Comfortable driving to client residences and working across both offices
• Commercial mindset with a genuine drive to build pipeline and write business
• Strong communication skills and confidence in meetings
• Motivated to build a long-term career and complete further qualifications

What's on Offer:

• Inherited client bank plus opportunity to grow your own
• Mentorship from a Chartered Financial Planner
• Collaborative and supportive team culture
• Hybrid flexibility once embedded within the team

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.