Junior Financial Advisor
CV-LibraryOlney, Milton KeynespermanentPosted: 21 September 2026
Apply NowIs your chosen career path as a Financial Advisor?
Have you completed ALL or some of the FA qualifications?
Do you have a minimum of one years’ experience of working as a Financial Advisor?
Out client is an establish Wealth and Asset Management, offering independent financial advice.
They are specialists in pensions, investments, protection and inheritance tax planning.
This is a fantastic opportunity to be a part of the growth of this established business.
You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.
Your key responsibilities –
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
• Has previous experience in the financial services sector
• Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
• Looking to progress in their career and become chartered
Have you completed ALL or some of the FA qualifications?
Do you have a minimum of one years’ experience of working as a Financial Advisor?
Out client is an establish Wealth and Asset Management, offering independent financial advice.
They are specialists in pensions, investments, protection and inheritance tax planning.
This is a fantastic opportunity to be a part of the growth of this established business.
You will be a valued integral part of this team, with support to develop and grow your portfolio of clients.
Your key responsibilities –
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with.
* Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
• Has previous experience in the financial services sector
• Ideally equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
• Looking to progress in their career and become chartered