Junior Financial Adviser Vacancy - Blackburn/Hybrid 

This is opportunity is suitable for someone who’s just begun their journey as a financial adviser but wants a stable environment and thought out training, development and support, or someone who’s recently qualified looking for the next step in their career.

Either way you must have the level 4 diploma in regulated financial planning or equivalent and have a sound knowledge with regards to holistic financial planning options and advice.


Responsibilities

When successful your responsibilities will include:

• Providing an excellent financial planning service to a large range of private clients, business owners and corporate clients.
• Supporting senior advisers and developing your own client bank.
• Preparing accurate and compliant Financial Planning reports with the assistance of a Paraplanner team
• Support the firms business development initiatives such as seminars, presentations and networking.
• Maintaining  awareness of the latest legislative changes that may affect planning.
• Gaining and then maintaining an up to date SPS.

Your development

You will receive a study package towards the Chartered or Fellowship qualification, including study leave and mentoring through your qualification journey.

You will also have access to a complementary range of training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression within the Financial Planning team or wider practice.


Benefits

• 28 days’ holiday per annum + bank holidays, office closedown over Christmas period
• On site free parking
• Employer pension contribution of 8%
• Death in service life cover of 4 x salary
• Private medical insurance
• Income protection scheme
• Flexible benefits (salary sacrifice) scheme including a range of benefits such as extra holidays, electric car scheme etc, flexible/hybrid working
• Full technical and soft skills training and support
• Recruitment incentive scheme
• Annual firm wide success bonus
• Cycle to work scheme
• Employee well-being portal, access to the WeCare app that offers health, well-being, financial and legal support
• Dress for your day policy and dress down Friday’s
• Paid sick leave
• Extensive learning & development opportunities and study support

Please contact richard@recruitment22.co.uk or call 07852419897 for more information