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Junior Financial Advisor

Capio Recruitment Financial Planning
Posted 12 hours ago, valid for 20 hours
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Junior Financial Advisor position is located in Manchester with a highly competitive salary and exceptional bonus scheme.
  • Candidates should have experience as a paraplanner or in a similar technical support role, with a Level 4 qualification or close to it.
  • The role offers a strong pipeline of warm leads from a partnered accountancy firm, along with clear career progression opportunities.
  • Successful applicants will benefit from hybrid working arrangements and a supportive environment with senior advisors and paraplanners.
  • This position is ideal for individuals in the North West who are eager to transition into a client-facing advisory role with significant earning potential.

Junior Financial AdvisorLocation: ManchesterSalary: Highly Competitive Base + Exceptional Bonus SchemeClient Leads Provided | Career Progression | Well-Established Firm

Are you a paraplanner ready to take the next step into an advisory role?

We’re working with a leading Liverpool-based wealth management firm that has recently partnered with a highly respected accountancy practice in Manchester. This partnership has created a strong pipeline of warm, qualified leads — and they’re now looking to hire a Junior Financial Advisor to help convert and build relationships with these clients.

This is a fantastic opportunity for someone with strong technical knowledge and client-facing ambition to move into a fully-fledged advisory role, backed by a reputable name and a robust support structure.

What’s on offer:

  • A high volume of warm leads from the partnered accountancy firm
  • Clear progression path with support from senior advisors and paraplanners
  • Hybrid working in Manchester
  • Competitive base salary + market-leading bonus structure
  • Expectation to develop some new business alongside provided leads

About you:

  • Currently working as a paraplanner or in a similar technical support role
  • Level 4 qualified (or very close to it)
  • Strong interpersonal skills and a passion for helping clients achieve their goals
  • Ready to step into a client-facing role with long-term development potential

If you're based in the North West and looking for a firm that will support your transition into advice — while offering real earning potential — we’d love to hear from you.

Apply now !

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.