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 (Office based)

Benefits:

• Generous pension scheme (8%)
• Profit share scheme
• Share scheme opportunities
• Generous holiday entitlement
• Private medical insurance
• Clear and fast-track progression opportunities

About the company:

Are you passionate about helping people make sense of their money? We’re looking for a Junior Financial Advisor to join our fantastic client and be one of the first friendly faces their clients meet as they start planning for their financial future.

In this role, you’ll have meaningful conversations with clients about their goals—whether it’s saving for retirement, investing wisely, or simply gaining confidence in managing their finances.

We’re looking for sales and business development professionals who are wanting to transition into financial advice. Full training via their academy programme alongside completing a free DipFa level 4 qualification.

Key Responsibilities

• Be a welcoming first point of contact for new and potential clients.
• Have friendly, open conversations to understand what matters most to them financially.
• Help turn complicated money talk (like pensions and investments) into plain English.
• Work with Senior Advisors to create advice that fits each client’s personal goals.
• Keep client notes, reports, and paperwork organised and up to date.
• Stay in touch with clients, keeping them informed and feeling looked after.
• Make sure everything we do follows the right rules and regulations.
• Answer client questions and lend a hand whenever needed.
• Always act with honesty, respect, and confidentiality.

Requirements:

• Experience: At minimum 12 months of experience in business development or sales
• Skills: Strong communication skills with a natural ability to engage confidently with clients on a regular basis (Not a cold calling position)
• Person: Eager to progress within the financial advise market to senior advisor.

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