Junior Financial Advisor

Junior Financial Advisor Location: Vibrant Manchester City Centre Offices Salary: Up to £40,000 per annum (On-Target Earnings: £90,000) Working Hours: Monday to Friday

Benefits:

• Competitive pension scheme
• Profit share scheme
• Share scheme opportunities
• Generous holiday entitlement
• Private medical insurance
• Clear and fast-track progression opportunities

About the company:

Join an exciting and highly regarded Independent Financial Advisory (IFA) firm specialising in pension-based advice. Renowned for their exceptional training and development programs, this firm has consistently achieved year-on-year growth by nurturing ambitious professionals who thrive in a dynamic environment

The Role

As a Junior Financial Advisor, you will work closely with Senior Advisors to gain hands-on experience and develop the skills needed to transition into a full advisory role. The company offers unparalleled support, including access to acquired clients, back-office assistance, and ongoing mentoring to ensure your success as an advisor.

Key Responsibilities

• Shadow Senior Advisors during client meetings to gather financial information, assess goals, and deliver tailored recommendations.
• Prepare detailed financial analyses, including cash flow projections, retirement planning strategies, and investment portfolio reviews.
• Research investment opportunities and assist in developing bespoke strategies aligned with clients' needs and risk profiles.
• Respond promptly to client inquiries while providing ongoing support to address their financial concerns.
• Stay up-to-date on market trends, economic developments, and regulatory changes that may impact clients’ financial plans.
• Collaborate with team members to ensure seamless client experiences while maintaining compliance standards.
• Participate in training programs and professional development initiatives to enhance your expertise in financial advisory services.

Requirements:

• Experience: 6–12 months of experience in pension/retirement planning, with knowledge of pension drawdowns, consolidations, tax implications, and providing advice around pensions.
• Qualifications: Level 4 Diploma qualified or completion of some RO exams with a commitment to achieving full qualification.
• Skills: Strong communication skills with a natural ability to engage confidently with clients on a regular basis.

This is an incredible opportunity for an ambitious individual looking to accelerate their career within a supportive and thriving IFA firm. If you’re interested apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates