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For Companies At a Glance
- Tasks: Deliver FCA-regulated financial planning and build long-term client relationships.
- Company: Respected UK wealth management firm with a client-centric approach.
- Benefits: Highly competitive earnings, structured bonuses, and comprehensive self-employed support.
- Why this job: Enjoy the freedom of self-employment while making a real impact in clients' lives.
- Qualifications: Experience in regulated financial advice and strong knowledge in pensions and investments.
- Other info: Unique succession structure for long-term security and career growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Location: London & East of England (Essex, Suffolk & Hertfordshire) client base.
Engagement Type: Self‑Employed (with financial support package)
Earnings: Highly Competitive, plus structured bonus and generous revenue splits
Overview
A respected UK wealth management firm is seeking an experienced CAS‑Status Financial Adviser with strong capability in Long‑Term Care (LTC) planning. The business has an established reputation for ethical, client‑centric financial planning, supporting clients across investments, retirement, pensions, protection, and wider holistic advice needs. This opportunity is ideal for advisers who want the freedom and earning potential of self‑employment, whilst benefiting from a high‑support, high‑reputation environment — including a cash‑flow support system and full operational backing.
Key Responsibilities
- Deliver FCA‑regulated financial planning across pensions, retirement, investments, protection, and later‑life planning.
- Conduct full fact‑finds, suitability assessments, and prepare compliant reports.
- Provide specialist guidance in Long‑Term Care advice.
- Build long‑term client relationships focused on clarity, trust, and high‑quality service.
- Maintain full FCA compliance and accurate client records.
Requirements
- Previous experience delivering regulated financial advice.
- CF8 or equivalent LTC qualification/experience.
- Strong technical knowledge in pensions, investments, and later‑life planning.
- Ability to work independently within a supportive, collaborative environment.
What the Self‑Employed Route Includes
The firm offers one of the most comprehensive self‑employed support packages in the market, including:
- Monthly financial support for up to 6 months
- All paraplanning costs covered
- All Professional Indemnity (PI) insurance costs covered
- All system and technology costs covered
- No administration costs
- No FCA or FSCS levy payments required
Business Resources
- Full use of the firms office facilities
- Open access to all UK network locations for meetings and client hosting
- Stationery and business cards provided at no cost
Revenue Share
- 70% split on all new initial business generated
- 70% split on all new ongoing advice fees generated
- 50% split on business written from existing or referred clients
Additional Strategic Benefit: Future Exit / Buy‑Out Pathway
The firm offers a unique long‑term succession structure: A junior adviser will work closely with the incoming adviser. Objective: to create a 3–5 year client‑bank purchase option, ideal for advisers anticipating an eventual exit or partial retirement. Particularly suited to Directly Authorised IFAs considering a structured, planned succession route. This has already delivered strong outcomes for advisers seeking long‑term security while maximising the value of their client bank.
Financial Advisor in City of London employer: RGH-Global | People Services
Contact Detail:
RGH-Global | People Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in City of London
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local financial planning groups, and connect with other professionals. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills in Long-Term Care planning and financial advice. Share insights on social media or write articles to demonstrate your knowledge. This will help you stand out as a go-to expert in your field.
✨Leverage Our Website
Don't forget to check out our website for the latest opportunities! Applying through us not only gives you access to exclusive roles but also connects you with a supportive community that can help you land that dream job.
✨Prepare for Interviews
Practice makes perfect! Research common interview questions for financial advisers and prepare your answers. Be ready to discuss your experience with FCA compliance and client relationship management to show you're the right fit for the role.
We think you need these skills to ace Financial Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in Long-Term Care planning and any relevant qualifications like CF8. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our client-centric approach. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Compliance Knowledge: Since maintaining FCA compliance is key, make sure to mention your understanding of regulations and your experience with compliant reporting. We value candidates who can navigate these waters smoothly!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and Long-Term Care planning. The interviewers will likely ask you specific questions about these areas, so being well-prepared will show them that you’re serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous experience delivering regulated financial advice. Have examples ready that highlight your ability to build long-term client relationships and maintain FCA compliance. This will demonstrate your capability and fit for their client-centric approach.
✨Understand Their Values
Research the firm’s reputation for ethical financial planning. Be ready to discuss how your values align with theirs, especially in terms of providing high-quality service and clarity to clients. This will help you stand out as a candidate who truly understands their mission.
✨Ask Insightful Questions
Prepare thoughtful questions about the support package and operational backing they offer. This shows that you’re not just interested in the earnings but also in how they can help you succeed as a self-employed adviser. It’s a great way to demonstrate your proactive mindset.
