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Junior IFA

  • Exeter
  • Permanent
  • £40,000 - £50,000 + Bonus & Benefits

Job details.

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


  • 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.


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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