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Junior Financial Advisor

2 months ago

Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time

JOB TITLE: Junior Financial Advisor
COMPANY: Highly Respected IFA Firm

This is an exciting opportunity for a recently qualified Junior Financial Advisor in Devon/Somerset looking for a job where you can collaborate with an experienced Financial Advisor in a well-established firm.

You'll be joining a highly respected IFA firm known for consistently enhancing their client services and being featured in industry publications for their achievements.

Join a team that actively generates leads through dedicated marketing efforts to create new opportunities for Financial Advisors. You may even inherit clients from retiring IFAs.

As part of their expansion plans, they are seeking top performers to join their team.

Junior Financial Advisor Requirements:
  • Level 4 Diploma qualified Financial Advisor with a minimum of 1 year of financial planning experience.
  • Enthusiastic about advancing your career and expertise.
  • Preferably aiming to attain Chartered status.

Benefit from full back office support where Independent Financial Advisors receive assistance from Administrators, Paraplanners, and Compliance Managers, allowing you more time to focus on clients as tasks like research and report writing are taken care of.

Training and Development: Access in-house training programs and support for progression towards becoming a Chartered Financial Planner.

Junior Financial Advisor Benefits:
  • Salary range from £30,000 to £45,000 based on experience.
  • Holiday pay, phone, laptop, and bonus structure for attractive OTE.
  • Home-based role with occasional client meetings and monthly visits to the head office in the Midlands.
  • Self-employed option also available.

Locations: Devon/Somerset

Liability Disclaimer: While Premier Jobs UK endeavors to ensure the accuracy of information in their ads, including salary and benefits, no warranty is provided. Premier Jobs UK shall not be liable for any losses incurred from reliance on such information.