Hybrid Junior Financial Adviser — Path to Field Adviser

RGH-Global Limited; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Bristol seeks a Junior Financial Adviser to provide regulated advice and manage an existing client bank. This role suits newly qualified advisers or experienced paraplanners looking to transition into advice. You will benefit from hybrid working, a client bank provided, and full study support for ongoing development. Join a supportive team committed to your professional growth.

Benefits

Hybrid and flexible working arrangements

Full study support

Structured progression route

Supportive collaborative working culture

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent is essential.
• Experience in wealth management or a financial planning environment preferred.
• Strong communication skills and a client-centric approach.

Responsibilities

• Provide regulated financial advice to clients remotely via phone and video meetings.
• Manage and develop an existing client bank ensuring an exceptional standard of service.
• Utilise cashflow modelling tools to produce comprehensive financial plans.

Skills

Financial Services

Financial Models

Account Management

Customer Relationships

Financial Management

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modelling software

Job description

A leading wealth management firm in Bristol seeks a Junior Financial Adviser to provide regulated advice and manage an existing client bank. This role suits newly qualified advisers or experienced paraplanners looking to transition into advice. You will benefit from hybrid working, a client bank provided, and full study support for ongoing development. Join a supportive team committed to your professional growth.