Junior Financial 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

Junior Financial Adviser

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

Salary: 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 modelling 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 modelling 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
• 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

Key Skills

• Financial Services
• Financial Models
• Account Management
• General Ledger Accounts
• ERP
• Payroll
• External Auditors
• Customer Relationships
• Credit Card
• Financial Statements
• Business Units
• Annual Budget
• Income
• New Clients
• Financial Management

Employment Type: Full Time

Experience: years

Vacancy: 1