Junior Financial Advisor

Are you a recently qualified Junior Financial Advisor in Devon/Somerset, seeking an employed job, where you can work alongside a well-established Financial Advisor?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire.

As part of their next phase of growth, they are looking to recruit top performers into their team.

Junior Financial Advisor Requirements

• You should be a Level 4 Diploma qualified Financial Advisor with at least 1 year of financial planning advice experience
• You should be eager to develop your career and knowledge.
• Individuals with ambition to achieve Chartered status would be preferred.

Full and comprehensive back office support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Junior Financial Advisor Benefits

• Salary of 30,000 - 45,000 subject to experience and qualifications
• Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE.
• Home based role with travel to meet clients in person and a once a month trip to their head office in the Midlands.
• Self-employed option available if you would prefer.

Locations

Devon/Somerset

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