Junior Financial Adviser

Junior Financial Adviser

Location - Oundle , Peterborough (Flexible foodie attendance )

Salary up to £50,000 DOE

We are working with a well regarded boutique financial planning firm based in Oundle, Peterborough who are looking for a Junior Financial Adviser to join the team. The role will involve shadowing a Senior Director Adviser and over time taking over a sizeable client bank whilst also supporting in a technical capacity.

As a Junior Financial Adviser you will work with the advice team to help provide a holistic Financial Planning service for clients, covering investments, pensions, estate and IHT planning and protection advice.

There will be a structured training and development plan tailored to your experience level and needs. This is a fantastic opportunity for someone who is already working within Paraplanning and has started or completed the Level 4 diploma and is looking to make the next step into a client-facing advisory position. This could also be a good opportunity for someone working in mortgage advice looking to transition into Wealth planning.

What's on Offer?

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• Salary up to £50,000 DOE
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• Hybrid flexible working policy
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• Structured training and development pathway
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• 25 days annual leave + bank holiday
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• Bonus scheme
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What's Next?

If you are interested in the Junior Financial Advisor opportunity, then apply today, and if suitable, one of our consultants will be in touch within 24 hours!

Junior Financial Adviser, IFA, Financial Planner, Wealth Manager, Financial Services, Paraplanner