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Open nowFirst seen 5 days ago

Junior Financial Adviser

RGH-Global Limited607 open roles

Pay
£35,000 – £40,000 a year
Where
London, United Kingdom
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Your applicationOpen nowJunior Financial AdviserRGH-Global Limited · London, United Kingdom

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Junior Financial Adviser

Location: City of London

Employment Type: Permanent, Full-time

Remuneration: £35,000-£40,000 basic salary plus bonus and benefits

The Role

A City-based financial planning firm is seeking a Junior Financial Adviser to join its advisory team as part of a planned growth phase. This position is ideal for a Level 4 qualified adviser who is looking to build confidence, capability, and autonomy within a structured and well-supported environment.

The successful individual will work with an existing portfolio of clients, supporting them through structured financial reviews and long-term planning. Advice will span core areas including investments, retirement planning, personal protection, and estate considerations. The role offers a clear pathway toward achieving full Competent Adviser Status.

Key Responsibilities

  • Provide ongoing advice and support to an allocated group of clients in line with regulatory standards
  • Carry out structured financial reviews and implement suitable planning strategies
  • Develop professional, long-term relationships with clients through regular engagement
  • Support the generation of new advice opportunities through referrals and client activity
  • Collaborate with internal support teams to ensure accurate, efficient, and timely delivery of advice
  • Engage fully in training, supervision, and development activity to enhance technical knowledge and advisory skills

Skills & Experience

  • Level 4 Diploma in Regulated Financial Planning (or equivalent professional qualification)
  • Background within financial services, with a minimum of 2-3 years industry experience
  • Motivation to progress towards Chartered status over time
  • Sound understanding of core advice areas including pensions, investments, protection, and taxation
  • Strong interpersonal and communication skills
  • Professional, ethical approach with a strong focus on client outcomes
  • High attention to detail and appreciation of regulatory obligations
  • Confident user of Microsoft Office; experience with financial planning tools or CRM systems
  • Positive, collaborative mindset with a willingness to learn and accept feedback

Whats on Offer

  • Structured training programme designed to support progression to Competent Adviser Status
  • Access to an established client portfolio with meaningful assets under advice
  • Ongoing one-to-one coaching and regular team development sessions
  • Clear long-term career development opportunities within a stable advisory business
  • Comprehensive administrative and paraplanning support to enable focus on client-facing work
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