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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 employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events, join financial services groups on LinkedIn, and connect with fellow professionals. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! Be ready to explain your experience and how you can add value to potential clients. A confident, clear communication style will set you apart from the competition.
✨Tip Number 3
Leverage our website! Check out the latest job openings and apply directly through us. We’ve got a solid reputation in the industry, and applying through our platform can give you an edge.
✨Tip Number 4
Stay updated on industry trends! Read up on the latest financial news and regulations. Being knowledgeable will not only impress potential employers but also help you provide top-notch advice to clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Diploma Level 4, and any relevant financial services experience to catch our eye.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Financial Adviser role. Share specific examples of how you've managed client relationships and delivered tailored financial advice.
Showcase Your Communication Skills: As a Financial Adviser, clear communication is key. In your application, demonstrate your ability to translate complex financial concepts into easy-to-understand advice. This will show us you can connect with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Central London office!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss how you would approach financial planning for different client scenarios, as this will show your expertise and confidence.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any specific strategies you've used to engage clients and develop new business opportunities, as this is key for the role.
✨Practice Your Communication
Since you'll need to translate complex information into practical guidance, practice explaining financial concepts in simple terms. This will help demonstrate your ability to connect with clients and ensure they understand their options.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Inquire about their approach to client engagement or how they support ongoing professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
