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Junior Financial Advisor (Graduate Pathway) – London

  • Full Time
  • London
  • Posted 18 hours ago

Finance Recruitment ltd

https://financerecruitmentltd.co.uk/

Salary: £35,000 base, realistic OTE £60,000 in year one

For graduates who enjoy combining analytical thinking with relationship-building, this role offers a start in financial planning and advice. You’ll learn directly from licensed professionals and gradually develop your own portfolio of clients.

Key tasks
– Supporting financial advisors with research and preparation
– Helping design savings, pension and retirement plans
– Using CRM software (e.g. Salesforce) to manage client information
– Taking part in client meetings and preparing follow-up actions

Requirements
– Degree in Accounting, Finance, Economics or related subjects
– Clear communication skills and strong numeracy
– No previous experience required – we welcome graduates who are keen to build a career in financial planning

What’s offered
– Assistance with relocation for those moving into London
– Attractive commission and bonus opportunities
– One-to-one mentoring with experienced wealth managers
– A structured career ladder into senior advisory roles

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To apply for this job email your details to info@financerecruitmentltd.co.uk

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