Junior Financial Advisor

This employed, Junior Financial Advisor job provides opportunity to work alongside the Head of Financial Planning, with opportunity to be involved in client activities with the view to you becoming a Financial Advisor

Our client is a fast-paced growing consortium of professional services, with specialist divisions across financial planning, tax advisory, accountancy, law and business consultancy. As such, the group company regularly deals with private clients and businesses.

You will be supporting the Head of Financial Planning, assisting clients throughout the full client journey. As such, building your knowledge and confidence by being involved.

Whilst you are in your learning stage, you should also look to support the business in proactively generating new business and new client opportunities. Our client regularly hosts webinars and seminars, frequently attend networking and professional events, all providing potential opportunities to generate enquiries. Furthermore, you will be working within a group company of 90 in-house Advisors who specialise in their respective professional services, where you can encourage cross referrals.

Any of the clients you generate would become part of the future client bank you would be responsible for, once ready to provide advice in your own name.

Junior Financial Advisor Requirements

• You should hold full Level 4 Diploma in Financial Planning or equivalent
• You should have experience within financial planning industry, such as a Trainee Financial Advisor, Paraplanner, Client Executive
• You should be proactive and confident in generating new business and be able to convert enquiries into clients

The Company

Our client is a dynamic group company comprising of multi-disciplined professional services. They are a results oriented business who thrive in a fast-paced environment and enjoy building relationships with new and existing clients. The team enjoy socialising together and celebrating their success.

Junior Financial Advisor Benefits

• Salary of circa £40,000
• Plus, several ways to earn bonus including:
  • New business on company leads and increased rate for self-generated
  • Recurring income (once advising in your own name)
  • Engagement with company marketing, obtaining reviews etc
• Working from their office Monday to Thursday, with Friday from home
• Company benefits include: 24 days holiday + Bank holidays, birthday off, private medical insurance, group life insurance and monthly socials
• Excellent training and development opportunities

Locations

Finchley

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