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Permanent

Junior Finance Advisor

Summit Recruiters
Northampton
money-bag £10000 - £500000 Annual
Posted: 01 October 2026 (Today)
Closing date: 31 October 2026
Ref: 3182043588

Are you a people-focused, detail-driven individual who loves helping customers make confident financial decisions? Do you enjoy explaining products clearly, building trust and guiding clients through important choices? Are you looking to grow your career in financial services - ideally with CeMAP or working towards it? Do you want a role where you can develop, learn and sell a range of financial insurance products with full support and training? If this sounds like you, we''d love to hear from you. The Role You''ll join a supportive, growing financial services team as a Junior Finance Advisor, helping customers choose the right financial insurance products and protection solutions. This role suits someone who is confident speaking with customers, enjoys learning, and wants to build a long-term career in financial advice and sales. You''ll receive full training, ongoing development and the opportunity to progress into a fully qualified advisor role. CeMAP is beneficial but not essential - the right attitude, communication skills and willingness to learn are what matter most. Key Responsibilities Speak with customers to understand their needs and recommend suitable financial insurance products Provide clear, accurate and compliant information to help clients make informed decisions Support senior advisors with case preparation, documentation and follow-up Maintain accurate records and ensure all advice meets regulatory standards Build strong relationships with customers ..... full job details .....

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