Junior Financial Advisor to Financial Advisor - Surrey - £45k -£60k plus...

Plus: Bonus WFH after probation, plus full study support

My client an expanding financial advisory firm with that has been established in the local area for over 15 years and has an excellent track record of gaining referrals and recommendations for existing clients is on the lookout for a dynamic and motivated Junior Financial Adviser to join their team. They are a community spirted, technology driven boutique firm that is willing to invest in a Junior Financial Advisor looking for their next career move. This is a unique opportunity for a proactive Junior Financial Advisor looking to work closely with the advisory team, learning the business, and eventually providing services to a growing number of clients.

You will be working closely with one of the founding Partners of the firm, who is looking to hand over part of their client bank over the next year to 18months. Duties will include attending new client meetings, to enable you to build on your current technical skills set and help build relationships with the clients that you will ultimately have responsibility for. Assisting with compiling the recommendation document ahead of any follow up meetings and attending all annual client reviews.

We are looking for a Diploma Level 4 or beyond Junior Financial Adviser with circa 18 months plus experience.

Are you a Paraplanner looking for a step up, do you have a hunger for success and a proactive approach to client interactions, my client will consider applications from candidates with a Paraplanning background stepping up into advisory roles, provided you are qualified.

The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you to help you achieve your career aspirations.

If you have been looking to step into a Junior Financial Advisor role, then look no further, please contact Sam Negbenebor at Financial Divisions.