Junior Financial Adviser

Mbf are working with a thriving financial advisory practice with a strong presence across the South West, particularly Devon & Somerset. Our client is dedicated to providing comprehensive financial solutions to a diverse client portfolio, including mass affluent individuals and high net worth clients. As part of their growth strategy, they are seeking a motivated & ambitious Junior Financial Adviser to join their team and embark on an exciting career path.

Position Overview:

As a Junior Financial Adviser, you will work closely with senior financial planners who will provide ongoing training & support whilst providing tailored financial advice to a portfolio of mass affluent clients. This role presents an excellent opportunity for a driven individual to develop their skills and expertise in financial planning, with the ultimate goal of progressing into a full Financial Adviser position, where you will have the opportunity to work closely with high net worth clients.

Key Responsibilities:

• Provide personalised financial advice and solutions to clients under the guidance of senior financial planners.
• Assist in the development and implementation of comprehensive financial plans.
• Conduct thorough client reviews and analysis to identify opportunities for growth and optimisation.
• Collaborate with internal teams to ensure seamless delivery of financial services and solutions.
• Stay well-informed of industry trends, regulatory developments, and best practices in financial planning.

To be considered:

• Experience working as a Financial Adviser, Junior Financial Planner or a Paraplanner who is looking to take the next step in their career.
• Level 4 qualified as a minimum.
• Strong interpersonal and communication skills, with the ability to build rapport with clients.
• Commitment to continuous learning and professional development

Benefits:

• Competitive salary + bonuses
• Strong benefits package
• Comprehensive training and mentoring.
• Opportunities for career advancement within a dynamic and growing organisation.
• Vibrant company culture with a focus on collaboration, innovation, and personal growth.