Emerging Financial Planner — Path to Competent Adviser

RGH-Global Ltd; Greater London; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Structured training programme

Access to an established client portfolio

Ongoing coaching and regular development sessions

Career development opportunities

Administrative support

Job summary

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full Competent Adviser Status. Candidates should have 2-3 years in financial services and a strong commitment to client outcomes. Offers training and development opportunities within a stable organization.

Qualifications

• Minimum of 2-3 years experience in the financial services industry.
• Motivation to progress towards Chartered status.
• Professional and ethical approach focusing on client outcomes.

Responsibilities

• Provide advice and support to clients in line with regulatory standards.
• Carry out structured financial reviews and planning strategies.
• Develop long-term client relationships through engagement.

Skills

Interpersonal communication

Understanding of pensions and investments

Attention to detail

Client-focused approach

Proficient in Microsoft Office

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning tools

CRM systems

Job description

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full Competent Adviser Status. Candidates should have 2-3 years in financial services and a strong commitment to client outcomes. Offers training and development opportunities within a stable organization.