Junior Finance Advisor

Are you a confident communicator with solid commercial office experience who enjoys helping customers make informed financial decisions? Do you thrive in a professional environment where accuracy, organisation and relationship‑building matter? Are you looking to progress your career in financial services — ideally with CeMAP or working towards it?

If you’re ready for a step up into a more advisory‑focused role, this position offers full training, structured development and a clear pathway into becoming a fully qualified Finance Advisor.

The Role

You’ll join a growing financial services team, supporting customers with financial insurance and protection products. This role suits someone who already has commercial office experience — such as customer service, sales support, financial administration or compliance‑based work — and now wants to move into a more advisory, client‑focused position.

You’ll handle customer enquiries, prepare cases, explain products clearly, and support senior advisors while developing your own advisory capability.

Key Responsibilities

Speak with customers to understand their needs and recommend suitable financial insurance products

Provide clear, accurate and compliant information to help clients make confident decisions

Support senior advisors with case preparation, documentation and follow‑up

Maintain accurate records and ensure all advice meets regulatory standards

Build strong customer relationships through trust, clarity and excellent service

Work towards achieving relevant financial qualifications (CeMAP supported)

Upsell and cross‑sell additional products where appropriate

Handle inbound enquiries and proactively follow up leads

Support the wider team with administrative and customer‑service tasks

Products You’ll Work With

Life insurance

Income protection

Critical illness cover

Mortgage protection

Home and family protection products

Additional financial insurance solutions

Ideal Candidate Profile

You’ll be a confident communicator with proven commercial office experience — ideally in customer service, sales support, financial administration, insurance, or any role requiring accuracy, professionalism and client interaction.

You don’t need to be fully qualified yet; what matters is your ability to work professionally, manage tasks effectively, and communicate clearly with customers