Job Description

Junior Financial Adviser

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