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Permanent

Junior Financial Planner

Bristol
money-bag 40000.00-40000.00 Annual
3085439960
Posted Today

Job Title: Junior Financial PlannerLocation: BristolSalary: £40,000 rising to £50,000This is an exciting opportunity for a recently qualified and client-facing Financial Adviser to join a progressive and highly regarded Financial Planning firm.The business is looking for someone already Level 4 qualified, ideally with around a year of advisory experience, who may feel ready for a better platform, stronger mentorship, and clearer progression. The firm requires someone comfortable in front of clients and ready to build relationships from day one.You will work under the supervision of a Chartered Financial Planner, inherit an existing client bank, and complete an internal development programme designed to embed the firm''s holistic, lifestyle-based planning philosophy.The Role:Conduct client meetings across Bristol and CheltenhamService and retain an inherited client portfolioGenerate and convert new business opportunitiesManage review meetings, top-ups, and ongoing advice needsDevelop confidence across holistic, full lifestyle planningProgress toward managing your own client relationships independentlyThe Required Skills and Experience:Minimum Level 4 Diploma in Financial PlanningIdeally around 1 year in a client-facing advisory roleCAS desirableComfortable driving to client residences and working across both officesCommercial mindset with a genuine drive to build pipeline and write businessStrong communication skills and confidence in meetingsMotivated to build a long-term car

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