Junior Financial Advisor

About the company

An established IFA firm in Surrey is looking for a Junior Financial Adviser to join its team, offering the opportunity to develop your advisory career, work with an existing bank of clients and build long-term client relationships. Are you feeling restricted in your development or progression within your current firm? This could be the opportunity you've been looking for.

Your tasks

• Work with an existing client bank, supporting ongoing financial planning needs.
• Build and maintain strong, long-term client relationships.
• Support client meetings, financial reviews and the preparation of recommendations.
• Assist with financial planning research, suitability reports and recommendations.
• Gradually develop your advisory skills and take on greater responsibility for clients.
• Maintain accurate records and ensure compliance with regulatory requirements.

Requirements

• Experience within an IFA or wealth management environment.
• Experienced and confident writing reports
• Level 4 Diploma in Regulated Financial Planning
• Strong communication and relationship-building skills.

What we offer

You'll benefit from working alongside experienced advisers in a supportive, client-focused environment, with the opportunity to expand your knowledge, take on greater responsibility and progress your career.

What's on Offer?

• An existing bank of clients to work with and develop.
• Support and mentoring from experienced advisers.
• Genuine opportunities for career progression and professional development.
• Support with further qualifications, where applicable.

How to apply

for more details please apply or contact Tegan at Dynamite Recruitment