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Permanent

Junior Financial Advisor

Robert Walters
Manchester
money-bag £40000 Annual
Posted: 24 June 2026 (2 days ago)
Closing date: 24 July 2026
Ref: 3127757720

Junior Financial AdvisorLocation: Vibrant Manchester City Centre OfficesSalary: Up to £40,000 per annum (On-Target Earnings: £90,000)Working Hours: Monday to Friday (Office based)Benefits:Generous pension scheme (8%)Profit share schemeShare scheme opportunitiesGenerous holiday entitlementPrivate medical insuranceClear and fast-track progression opportunitiesAbout the company:Are you passionate about helping people make sense of their money? We''re looking for a Junior Financial Advisor to join our fantastic client and be one of the first friendly faces their clients meet as they start planning for their financial future.In this role, you''ll have meaningful conversations with clients about their goals-whether it''s saving for retirement, investing wisely, or simply gaining confidence in managing their finances.We''re looking for sales and business development professionals who are wanting to transition into financial advice. Full training via their academy programme alongside completing a free DipFa level 4 qualification.Key ResponsibilitiesBe a welcoming first point of contact for new and potential clients.Have friendly, open conversations to understand what matters most to them financially.Help turn complicated money talk (like pensions and investments) into plain English.Work with Senior Advisors to create advice that fits each client''s personal goals.Keep client notes, reports, and paperwork organised and up to date.Stay in touch with clients, keeping them informed and ..... full job details .....

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