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

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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.


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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.


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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
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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
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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