Our client is a wonderful financial planning firm, who is looking to welcome a Junior Financial Adviser to their team.
This is a rare opportunity for an adviser who has around 1–2 years of advising experience, and is now looking for a growing firm where they can continue building their client base with genuine support and high-quality opportunities.
Our client has built a strong reputation for delivering thoughtful financial advice and supporting advisers with the tools and structure needed to succeed. With continued growth and a strong flow of quality new enquiries, they are now looking for a motivated adviser ready to take the next step in their career.
The Opportunity
Unlike many Junior Financial Adviser roles where you’re expected to start from scratch, this position comes with a client book ready to be handed over from day one, valued at approximately £2 million. In addition, the firm will provide guaranteed leads, giving you the opportunity to grow your client bank and build recurring income quickly.
You’ll be responsible for:
*Managing and developing an existing client book
*Conducting client meetings and delivering financial advice
*Identifying planning opportunities and providing suitable recommendations
*Maintaining strong client relationships and ongoing servicing
*Converting new enquiries and leads provided by the firm
This is a role where you’ll be supported to focus on quality advice and relationship building, rather than spending your time chasing cold leads.
Who They’re Looking For
Our client is looking for a Junior Financial Adviser who has a solid foundation in financial advice and is ready to develop further within a supportive environment.
The ideal candidate will have:
*CAS status and an active SPS
*Around 1–2 years of advising experience
*Ideally SJP experience, though this not essential
*Strong communication and relationship-building skills
*A proactive and motivated mindset
*The ambition to grow their client bank and income over time
What’s On Offer
*Starting salary up to £50,000
*OTE of £75,000 in year one based on quality leads and existing client bank
*Bonus structure with a validation threshold of 3.25x salary
*35% bonus payable on income generated above validation threshold
*Client bank of approximately £2m provided
*Guaranteed leads
*Hybrid working (3 days in the office, 2 days working from home)
*25 days holiday + bank holidays
*Office closure over the Christmas period (in addition to annual leave)
*Pension scheme
*Paid study leave provided to support continued professional development
Why This Role?
This is a great opportunity for a Junior Financial Adviser who wants to build momentum early in their career. With an existing client book, quality leads, and a clear earning structure, you’ll have the platform to grow your income and client base very quickly.
If you’re looking for a role where you can focus on advising clients and developing your career rather than chasing new business, this could be a very strong next step.
If you’re interested in this opportunity, please send your CV to Harry at Financial Divisions