Junior Financial Advisor

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.
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.
Key Responsibilities

• 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.

About You

• 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'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.

for more details please apply or contact Tegan at Dynamite Recruitment