Experience Requirements by Level

Junior Financial Advisor

Experience: 0–2 years

Key Focus:

• Learn financial planning processes and client engagement.
• Support senior advisors with client servicing and administration.
• Build foundational advisory and business development skills.

Requirements:

• Relevant financial qualification.
• RE5 completed or working towards completion (where applicable).
• Strong communication and interpersonal skills.
• Desire to build a career in wealth management.

Financial Advisor

Experience: 2–5 years

Key Focus:

• Manage own portfolio of clients.
• Deliver comprehensive financial planning advice.
• Achieve individual sales and business development targets.

Requirements:

• Proven advisory experience.
• ...