Junior Financial Adviser

Job Title: Junior Financial Adviser
Location: Aylesbury (Office-based with client visits)
Type: Full-time, Permanent

Our expanding financial advisory firm is on the lookout for a dynamic and motivated Junior Financial Adviser to join our team. This is a unique opportunity for a proactive individual to work closely with our advisory team, learning the business, and eventually providing services to a growing number of clients.

Benefits/Perks

• Competitive salary
• 8% pension contribution 
• Group life cover
• 25 days of annual leave plus bank holidays and Christmas closure
• Opportunity for rapid career progression and professional development.
• Involvement in a dynamic and expanding business, contributing to its growth.
• Exposure to a variety of clients and financial scenarios.
• Supportive and collaborative team environment.

Responsibilities:

• Work under the guidance of the advisory team to develop existing clients, referrals, and acquisitions.
• Provide proactive financial advice to clients and actively seek opportunities for business growth.
• Take on lower-end clients from directors and build a client base over time.
• Be a key player in the expansion of our business, including acquiring AUM from OMBs
• Maintain compliance with company procedures and industry regulations.

Requirements:

• A hunger for success and a proactive approach to client interactions.
• Open to candidates at all levels, including junior and fresh talent.
• Willingness to work from our Aylesbury office with regular client meetings and visits.
• Ability to learn and adapt quickly, buying into the long-term vision of the company.
• Consideration for candidates with a Paraplanning background stepping up into advisory roles, provided you are qualified.
• Excellent interpersonal and communication skills.

What’s next?

Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer, Junior Financial Planner, Assistant Financial Planner, Financial Advisor, Financial Adviser, Independent Financial Adviser, Independent Financial Advice, wealth management, Junior IFA, Wealth Consultant, Financial Consultant, Paraplanner