Junior Financial Adviser

2 weeks ago

Bristol, United Kingdom RGH-Global Limited Full time

Junior Financial Adviser Location: Bristol (Hybrid / Flexible Working) Other locations may be considered Salary: £35,000 £45,000 + benefits + study support Client Bank Provided The Company Our client is a highly regarded, forward-thinking wealth management firm with a strong reputation for delivering holistic financial planning and exceptional client service. Due to continued growth, they are seeking a Desk-Based Financial Adviser to join their established Bristol team. The Role This is an excellent opportunity for an individual who is newly qualified or early in their advice career to join a supportive environment with a clear progression route to becoming a field-based Financial Adviser. Paraplanners looking to transition into advice may also be considered. You will be responsible for providing financial advice to an existing client bank, conducting client meetings via telephone or video call. You'll deliver high-quality advice across pensions, investments, protection, and retirement planning, supported by a strong paraplanning and administration team. Key Responsibilities Provide regulated financial advice to clients remotely via phone and video meetings Manage and develop an existing client bank, ensuring an exceptional standard of ongoing service Utilise cashflow modeling tools to produce comprehensive financial plans Build strong relationships with clients and colleagues across the business Maintain up-to-date knowledge of financial products, services, and regulations Work closely with paraplanners and support staff to deliver compliant, high-quality advice About You Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential CAS status can be obtained in role Experience in wealth management or a financial planning environment Proficient with cashflow modeling software Either: A newly qualified adviser seeking your first advice role An experienced paraplanner looking to transition into advice An adviser with up to 12 months experience seeking further support and development Strong communication skills and a client-centric approach Ambitious, professional, and eager to progress within a growing firm Whats on Offer Competitive basic salary of £35,000 £45,000 Hybrid and flexible working arrangements Client bank provided no need for self-generation Full study support and ongoing professional development Structured progression route to become a field-based adviser Supportive, collaborative working culture #J-18808-Ljbffr

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