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Junior Financial Adviser
3 months ago
About Us: Join our Client, a dynamic financial planning firm in the heart of London that is dedicated to providing exceptional financial advice and planning services to high net worth clients. They are committed to the professional development of their team and offer extensive support for career progression, including study support.
Job Description: They are seeking an ambitious and motivated Junior Financial Adviser to join their team. This entry-level position is ideal for individuals who are newly qualified or nearing the completion of their financial planning qualifications and looking to enter the industry as an adviser. This is a full-time, office based role working normal business hours Monday-Friday.
Key Responsibilities:
- Support senior financial advisers in preparing for client meetings and managing client relationships.
- Assist with research and analysis of financial products and services.
- Help in the preparation of financial reports and client documentation.
- Engage in ongoing professional development to meet and achieve CAS status, if needed.
Requirements:
- At or nearing completion of FCA recognised IFA qualification.
- Up to 1-year experience in an IFA firm as an administrator or paraplanner preferred but not required.
- Strong desire to learn and develop within the financial services industry.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office and financial planning software.
Benefits:
- Competitive starting salary with regular reviews.
- Extensive opportunities for professional development and progression within the company.
- Support for professional qualifications.
- Generous pension scheme and potential for bonuses.
- Prestigious offices in the City of London.
