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- Tasks: Manage client relationships and provide tailored financial advice in a supportive environment.
- Company: Established financial planning firm located in Central London.
- Benefits: Competitive salary, performance bonuses, and ongoing training opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Diploma Level 4 in Regulated Financial Planning and at least one year of advisory experience.
- Other info: Enjoy strong support and clear career progression in a professional setting.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm based in Central London is looking to appoint a Financial Adviser to support continued growth. This is an employed role and is ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportunities in a professional, well-supported environment. The role involves delivering comprehensive, regulated financial advice to a broad client base, covering areas such as investments, retirement planning, personal protection, and estate planning. The successful individual will inherit an existing portfolio of clients and play a key role in maintaining and expanding those relationships through high-quality, personalised advice. You will be supported by experienced paraplanners and administrators, alongside access to structured training and development to support both technical capability and long-term career progression.
Key Responsibilities
- Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice.
- Carry out detailed client reviews to understand objectives, circumstances, and long-term goals.
- Design and implement bespoke financial planning solutions across multiple advice areas.
- Develop additional business through client engagement, referrals, and relationship management.
- Work collaboratively with internal support teams to deliver a consistent and efficient client experience.
- Ensure all advice and documentation meets regulatory and professional standards.
- Engage in ongoing learning, training, and professional development.
Candidate Profile
- Diploma Level 4 qualified in Regulated Financial Planning (or equivalent).
- At least one year of experience operating as a Financial Adviser.
- Background within financial services, with a minimum of three years industry experience.
- Holds a current Statement of Professional Standing.
- Demonstrates strong technical knowledge across core advice areas including pensions, investments, and protection.
- Clear, confident communicator with the ability to translate complex information into practical guidance for clients.
- High level of professionalism, integrity, and attention to detail.
- Comfortable working within a team-focused environment while managing personal client responsibilities.
- Willingness to continue professional development, including progression towards Chartered status.
- Confident user of standard office software; familiarity with industry systems is beneficial but not essential.
Package & Benefits
- Performance-related bonus, paid monthly on new business.
- Immediate access to an established client portfolio with significant assets under management.
- Ongoing structured training, coaching, and development support.
- Clear progression opportunities within a stable and professional firm.
- Strong administrative and paraplanning support to allow advisers to focus on clients.
Financial Adviser in London employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in London
✨Tip Number 1
Network like a pro! Attend industry events, join financial services groups on social media, and connect with fellow professionals. Building relationships can lead to referrals and new opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create a personal brand by sharing insights on financial planning topics through blogs or social media. This not only showcases your knowledge but also attracts potential clients and employers who value your perspective.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Role-play with a friend or mentor to build confidence and refine your responses, ensuring you can demonstrate your skills effectively.
✨Tip Number 4
Don't forget to apply through our website! We have a streamlined application process that makes it easy for you to showcase your qualifications and experience. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in managing client relationships and delivering financial advice, as well as any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. Be sure to mention your commitment to ongoing professional development, as we value that at StudySmarter.
Showcase Your Communication Skills: As a Financial Adviser, clear communication is key. In your application, demonstrate your ability to translate complex financial concepts into simple terms. We love candidates who can connect with clients and make their financial journeys easier!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Client-Centric Approach
Prepare examples of how you've successfully managed client relationships in the past. Think about specific instances where you provided tailored advice that met their unique needs. This will demonstrate your ability to engage with clients effectively.
✨Show Your Professionalism
Dress appropriately and maintain a professional demeanour throughout the interview. Remember, first impressions count! Also, be prepared to discuss how you ensure compliance and meet regulatory standards in your work.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, training opportunities, and how they support advisers in their development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
