Junior Financial Advisor | Faerie Glen

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner.

Responsibilities

• Manage & Grow: Manage and grow a dedicated portfolio of clients, serving as their primary point of contact.
• Advisory Leadership: Lead client meetings (with guidance where required) and present tailored financial planning solutions.
• Relationship Building: Build long-term client relationships through proactive ...