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Junior Financial Adviser

mbf.
Job LocationExeter
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

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 massaffluent 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 opportunityfor 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.
Required skills
  • 1Financial Planning
  • 1Wealth Management
  • 1Financial Adviser
  • 1Junior IFA
  • 1Junior Financial Adviser

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