At a Glance
- Tasks: Build and manage client relationships while providing tailored financial advice.
- Company: Join a forward-thinking financial services company with a collaborative culture.
- Benefits: Enjoy a competitive salary, bonuses, private healthcare, and generous holiday allowance.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients? We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged.
Role Responsibilities
- Managing and developing your own client relationships while delivering holistic, compliant advice.
- Building and maintaining long-term, trusted client relationships.
- Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles.
- Designing and delivering tailored financial planning strategies across pensions, investments and protection.
- Providing clear explanations of complex advice, costs and regulatory disclosures.
- Ensuring all advice is compliant and in line with FCA requirements and internal standards.
- Working closely with our technical and support teams to deliver an efficient, high-quality client experience.
- Maintaining accurate client records and appropriate documentation.
- Identifying opportunities to grow your client base through referrals and professional connections.
- Meeting agreed commercial and performance targets.
You will play an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence.
What we are looking for
- Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable).
- Strong understanding of FCA regulatory requirements.
- Experience delivering holistic financial advice.
- Excellent communication and interpersonal skills.
- Ability to simplify complex information for clients.
- Commercial awareness with a proactive, growth mindset.
- Strong organisational skills and attention to detail.
- Professional, ethical and client-first approach.
Benefits
- Company discretionary bonus scheme.
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch.
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period.
- Private Healthcare*.
- Group Income Protection.
- Life Assurance.
- Eye Care Scheme.
- Wellbeing programme.
- Bike to Work Scheme.
- Support with role relevant professional qualifications; *after qualifying period.
Financial Adviser in Bath employer: The Private Office
Join a dynamic and forward-thinking financial services firm that prioritises employee growth and well-being. With a strong emphasis on collaboration and high standards, we offer a supportive environment where you can thrive as a Financial Adviser, building meaningful client relationships while enjoying a comprehensive benefits package, including private healthcare and professional development support. Our commitment to integrity and excellence ensures that you will be part of a team that values your contributions and fosters your career advancement.
