Junior Financial Adviser

RGH-Global Limited; Bristol; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading wealth management firm in Bristol seeks a Junior Financial Adviser to provide regulated advice to clients. This position is ideal for newly qualified advisers or experienced paraplanners. The role offers hybrid working, a competitive salary, and a structured progression route to becoming a field-based adviser. A Level 4 Diploma in Regulated Financial Planning is essential.

Benefits

Full study support

Ongoing professional development

Supportive working culture

Qualifications

• Essential Level 4 Diploma in Regulated Financial Planning or equivalent.
• Strong communication skills and a client-centric approach.
• Ambitious and professional with a desire to progress.

Responsibilities

• Provide regulated financial advice to clients remotely.
• Manage and develop an existing client bank with high standards.
• Utilize cashflow modeling tools to create comprehensive financial plans.

Skills

Communication skills

Client-centric approach

Cashflow modeling proficiency

Wealth management experience

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modeling software

Job description

Junior Financial Adviser

Location: Bristol (Hybrid / Flexible Working) Other locations may be considered

Salary: £35,000 £45,000 + benefits + study support

Client Bank Provided

The Company

Our client is a highly regarded, forward-thinking wealth management firm with a strong reputation for delivering holistic financial planning and exceptional client service. Due to continued growth, they are seeking a Desk-Based Financial Adviser to join their established Bristol team.

The Role

This is an excellent opportunity for an individual who is newly qualified or early in their advice career to join a supportive environment with a clear progression route to becoming a field-based Financial Adviser. Paraplanners looking to transition into advice may also be considered.

You will be responsible for providing financial advice to an existing client bank, conducting client meetings via telephone or video call. You'll deliver high-quality advice across pensions, investments, protection, and retirement planning, supported by a strong paraplanning and administration team.

Key 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 ongoing service
• Utilise cashflow modeling tools to produce comprehensive financial plans
• Build strong relationships with clients and colleagues across the business
• Maintain up-to-date knowledge of financial products, services, and regulations
• Work closely with paraplanners and support staff to deliver compliant, high-quality advice

About You

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential
• CAS status can be obtained in role
• Experience in wealth management or a financial planning environment
• Proficient with cashflow modeling software
• Either:
• A newly qualified adviser seeking your first advice role
• An experienced paraplanner looking to transition into advice
• An adviser with up to 12 months experience seeking further support and development
• Strong communication skills and a client-centric approach
• Ambitious, professional, and eager to progress within a growing firm

Whats on Offer

• Competitive basic salary of £35,000 £45,000
• Hybrid and flexible working arrangements
• Client bank provided no need for self-generation
• Full study support and ongoing professional development
• Structured progression route to become a field-based adviser
• Supportive, collaborative working culture