Junior Financial Adviser

  • NJR Recruitment
  • Leeds, Yorkshire
  • Oct 21, 2025
Full time Banking Finance

Job Description

Junior Financial Adviser

Leeds - Office Based / Hybrid

Up to £50,000 + Bonus + Full Client Bank Provided

NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit a Junior Financial Adviser to join their highly respected team.

This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service.

The Role:

Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will:

  • Provide holistic, independent financial advice to a loyal client base
  • Deliver recommendations across pensions, investments, protection, and tax-efficient planning
  • Manage an existing client bank - with full administrative and paraplanning support
  • Conduct client meetings and reviews in line with FCA regulations
  • Ensure all work is carried out with precision, compliance, and the highest level of professionalism

About You:

We're looking for an adviser who can demonstrate:

  • Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser
  • Ideally achieved CAS already
  • Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential
  • Strong technical knowledge across a full range of IFA products
  • Excellent attention to detail and a meticulous approach to research and suitability report preparation
  • A genuine client-first mindset, with the ability to build lasting relationships
  • Ambition to progress towards Chartered status - full support provided

What's on Offer:

  • Salary up to £50,000, depending on experience
  • Client bank available
  • Bonus structure and clear career progression opportunities
  • Hybrid working options (after probation)
  • Full study support towards Chartered status
  • Opportunity to join an award-winning Chartered firm with an outstanding professional reputation

This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision.

To find out more or to apply, please contact NJR Recruitment quoting NJR16170 in confidence.