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- Tasks: Provide tailored financial advice and conduct client reviews via MS Teams.
- Company: Respected financial firm offering a flexible and supportive work environment.
- Benefits: Work-life balance, autonomy, and opportunities for professional growth.
- Other info: Remote work with occasional office days for training and collaboration.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
A flexible, desk-based advice role with a respected firm, offering autonomy, client engagement, and work-life balance. The Private Office is seeking a Financial Adviser to take ongoing servicing responsibility for a growing portfolio of clients in a desk-based capacity. This role is ideal for individuals who value professional autonomy and wish to maintain a high standard of client service while working in a flexible environment.
Whether you are returning to work, balancing other commitments, or simply seeking a more structured way to manage your time, this opportunity offers the ability to deliver quality advice without the need for regular travel to clients’ homes. You will conduct client reviews via MS Teams, managing a high volume of interactions with full control over your diary to ensure productivity and balance. While the role is primarily remote, there will be some office days for training, collaboration, and maintaining strong team connections. You will enhance relationships with existing clients and contribute to the continued growth of our TPO Direct proposition. If you are looking for a role that combines flexibility with the opportunity to deliver high-quality advice in a respected environment, we would welcome your application.
Key Responsibilities- Conduct Financial Health Checks, reviewing client fact finds and risk profiles to establish clear financial objectives
- Provide compliant, client-focused advice across pensions, investments, and protection in a clear and accessible manner
- Deliver ongoing reviews and annual planning via MS Teams, ensuring a consistent and personal client experience
- Lead digital onboarding of clients, ensuring smooth and efficient set-up through the TPO Wealth portal
- Adapt financial plans in response to client needs, market changes, or legislative updates
- Collaborate with support staff to ensure timely and accurate outcomes
- Proactively maintain technical knowledge, ensuring advice remains fully compliant with FCA and internal standards
- Build long-term client relationships and contribute to the growth of TPO Direct
- Meet performance standards in line with firm KPIs
Financial Adviser Sales · London · employer: The Private Office LLP
Contact Detail:
The Private Office LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Sales · London ·
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Financial Adviser role.
✨Tip Number 2
Prepare for virtual interviews by practising your tech skills. Since you'll be conducting client reviews via MS Teams, make sure you're comfortable with the platform. We suggest doing a mock interview with a friend to get the hang of it!
✨Tip Number 3
Showcase your client engagement skills! During interviews, share examples of how you've built long-term relationships with clients. We want to see your passion for delivering high-quality advice and maintaining a personal touch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Adviser Sales · London ·
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your client engagement experience and any relevant qualifications to show us you’re the right fit for our flexible, desk-based environment.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a great match. Don’t forget to mention your approach to delivering high-quality advice and maintaining client relationships.
Showcase Your Communication Skills: Since this role involves a lot of client interaction via MS Teams, make sure your application demonstrates your strong communication skills. Use clear and concise language, and consider including examples of how you've successfully engaged clients in the past.
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 don’t miss out on any important updates regarding your application status. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at The Private Office LLP
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss how you would conduct financial health checks and adapt plans based on client needs. This shows you're not just familiar with the basics but can provide tailored advice.
✨Showcase Your Client Engagement Skills
Since this role involves a lot of client interaction via MS Teams, prepare examples of how you've successfully built relationships in a remote setting. Highlight your communication skills and how you ensure a personal touch even when not meeting face-to-face.
✨Demonstrate Your Autonomy
This position values professional autonomy, so be prepared to discuss how you manage your time and workload effectively. Share specific strategies you use to stay productive while working remotely, and how you balance multiple client interactions.
✨Stay Updated on Regulations
Familiarise yourself with the latest FCA regulations and internal compliance standards. Being able to discuss how you keep your technical knowledge current will show that you take your role seriously and are committed to providing compliant advice.