Junior Financial Advisor

Robert Walters; Manchester; On-site; GBP 40,000 - 90,000; Full time

Job summary

A leading financial advisory firm in Manchester is seeking a Junior Financial Advisor to work alongside Senior Advisors and gain hands-on experience. The role offers support in client management, financial analysis, and ongoing professional development. This position promises a competitive salary structure with potential earnings up to £90,000, along with generous benefits including a pension scheme and private medical insurance.

Benefits

Competitive pension scheme

Profit share scheme

Share scheme opportunities

Generous holiday entitlement

Private medical insurance

Clear and fast-track progression opportunities

Qualifications

• Strong analytical skills and knowledge of financial products.
• Ability to communicate effectively and build relationships with clients.

Responsibilities

• Work closely with Senior Advisors during client meetings.
• Prepare detailed financial analyses and recommendations.
• Support clients with tailored financial advice.

Skills

Financial analysis

Client relationship management

Attention to detail

Education

Relevant financial qualification

Job description

Junior Financial Advisor

Location : Vibrant Manchester City Centre Offices

Salary : Up to £40,000 per annum (On-Target Earnings : £90,000)

Working Hours : Monday to Friday

Benefits

• Competitive pension scheme
• Profit share scheme
• Share scheme opportunities
• Generous holiday entitlement
• Private medical insurance
• Clear and fast-track progression opportunities

About the company

Join an exciting and highly regarded Independent Financial Advisory (IFA) firm specialising in pension-based advice. Renowned for their exceptional training and development programs, this firm has consistently achieved year-on-year growth by nurturing ambitious professionals who thrive in a dynamic environment

The Role

As a Junior Financial Advisor, you will work closely with Senior Advisors to gain hands‑on experience and develop the skills needed to transition into a full advisory role. The company offers unparalleled support, including access to acquired clients, back‑office assistance, and ongoing mentoring to ensure your success as an advisor.

Key Responsibilities

• Shadow Senior Advisors during client meetings to gather financial information, assess goals, and deliver tailored recommendations.
• Prepare detailed financial anal...