Junior Financial 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

Junior Financial Adviser

Location: City of London Employment Type: Permanent, Full-time Remuneration: £35,000-£40,000 basic salary plus bonus and benefits

The Role

A City-based financial planning firm is seeking a Junior Financial Adviser to join its advisory team as part of a planned growth phase. This position is ideal for a Level 4 qualified adviser who is looking to build confidence, capability, and autonomy within a structured and well-supported environment. The successful individual will work with an existing portfolio of clients, supporting them through structured financial reviews and long‑term planning. Advice will span core areas including investments, retirement planning, personal protection, and estate considerations. The role offers a clear pathway toward achieving full Competent Adviser Status.

Key Responsibilities

• Provide ongoing advice and support to an allocated group of clients in line with regulatory standards
• Carry out structured financial reviews and implement suitable planning strategies
• Develop professional, long‑term relationships with clients through regular engagement
• Support the generation of new advice opportunities through referrals and client activity
• Collaborate with internal support teams to ensure accurate, efficient, and timely delivery of advice
• Engage fully in training, supervision, and development activity to enhance technical knowledge and advisory skills

Skills & Experience

• Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification)
• Background within financial services, with a minimum of 2-3 years industry experience
• Motivation to progress towards Chartered status over time
• Sound understanding of core advice areas including pensions, investments, protection, and taxation
• Strong interpersonal and communication skills
• Professional, ethical approach with a strong focus on client outcomes
• High attention to detail and appreciation of regulatory obligations
• Confident user of Microsoft Office; experience with financial planning tools or CRM systems
• Positive, collaborative mindset with a willingness to learn and accept feedback

Whats on Offer

• Structured training programme designed to support progression to Competent Adviser Status
• Access to an established client portfolio with meaningful assets under advice
• Ongoing one‑to‑one coaching and regular team development sessions
• Clear long‑term career development opportunities within a stable advisory business
• Comprehensive administrative and paraplanning support to enable focus on client-facing work