Junior Financial Adviser: Hybrid, Mentored Growth Path

IDEX Consulting; Coventry; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A growing financial planning firm in Coventry is looking for a Junior Financial Adviser to join their supportive team. The role includes delivering holistic financial advice, participating in client meetings, and supporting technical research. The firm offers training and mentoring, as well as progression toward Chartered qualifications. This position is ideal for those seeking career growth in a collaborative environment.

Benefits

Salary up to £45,000

Discretionary bonus structure

Comprehensive training and mentoring

Supportive internal culture

Full study support toward Chartered qualifications

Qualifications

• Willingness to step up from a Paraplanner role.
• Ambitious, personable, and passionate about helping clients.

Responsibilities

• Deliver comprehensive financial advice across various areas.
• Participate in client meetings and gradually build confidence.
• Support with technical research and report preparation.

Skills

Holistic financial advice delivery

Client-facing capabilities

Technical research

Cashflow modelling

Job description

A growing financial planning firm in Coventry is looking for a Junior Financial Adviser to join their supportive team. The role includes delivering holistic financial advice, participating in client meetings, and supporting technical research. The firm offers training and mentoring, as well as progression toward Chartered qualifications. This position is ideal for those seeking career growth in a collaborative environment.