We are currently partnering with a highly established and rapidly growing national wealth management firm to recruit a Junior Financial Adviser to join their expanding team in Eastleigh.
This opportunity is ideal for an adviser with around 1+ year of regulated advice experience who is looking to develop their career within a structured, supportive environment where clients, infrastructure and progression opportunities are already in place.
Unlike many entry-level advisory roles, this position offers immediate access to existing clients, allowing you to focus on developing your advisory skills and building recurring income from day one.
The Role
You will work as part of an experienced financial planning team, providing holistic financial advice to private clients across pensions, investments and protection planning. The business offers strong operational and paraplanning support, enabling advisers to concentrate on client relationships and business development.
Key responsibilities include:
- Providing regulated financial advice to private clients
- Managing and developing an allocated client bank
- Conducting client reviews and identifying planning opportunities
- Building long-term client relationships
- Working collaboratively with paraplanning and administrative support teams
What’s on Offer
- Salary between £45,000 – £60,000 (depending on experience)
- Clients provided
- Competitive bonus structure
- Strong support infrastructure and lead flow
- Hybrid working arrangement
- Clear progression
- Full back office and technical support
- Technology-led business investing heavily in efficiency and adviser productivity
About the Business
Our client is a well-capitalised, national financial planning organisation undergoing significant growth and investment. The firm is focused on delivering high-quality holistic advice supported by modern technology, strong compliance frameworks and dedicated back-office teams.
Significant investment has been made into systems and operational efficiency, allowing advisers to maximise client-facing time while reducing administrative burden.
Requirements
- Minimum 1+ year experience providing regulated financial advice
- CAS status achieved (or close to completion)
- Level 4 Diploma qualified (or working towards completion)
- Strong client relationship and communication skills
- Experience gained within IFA, banking, restricted or tied advice environments will be considered
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
