At a Glance
- Tasks: Provide flexible financial advice and conduct client reviews via MS Teams.
- Company: Respected firm offering autonomy and a supportive work environment.
- Benefits: Discretionary bonuses, private healthcare, and generous holiday allowance.
- Other info: Part-time and hybrid working options available for better flexibility.
- Why this job: Enjoy work-life balance while delivering high-quality financial advice remotely.
- Qualifications: Diploma in Regulated Financial Planning and strong understanding of FCA regulations.
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 and T&C scheme, including CPD and maintaining a valid Statement of Professional Standing.
- Discretionary bonus scheme.
- 35-hour working week (part-time and hybrid working options available).
- 25 days holiday (rising to 26), plus 2 additional days over Christmas.
- Private healthcare (after qualifying period).
- Group income protection and life assurance.
- Eye care scheme, wellbeing programme, and bike-to-work scheme.
- Full support with professional qualifications and development.
- Level Diploma in Regulated Financial Planning (Chartered status desirable).
- Solid understanding of FCA regulations and compliance requirements.
- Ability to communicate complex financial matters clearly and professionally.
- Confident in digital client engagement and remote working practices.
- Ethical, client-focused, and committed to delivering high standards of service.
- Demonstrates alignment with The Private Office's core values and professional culture.
Financial Adviser in Leeds employer: The Private Office
Join an award-winning team as a Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises professional growth and employee wellbeing. Enjoy a true hybrid working model, competitive benefits including a discretionary bonus scheme, private healthcare, and a commitment to your ongoing professional development. With a focus on quality and accuracy, you'll be part of a high-performing team dedicated to delivering exceptional client service in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or other platforms. Let them know you're on the lookout for a Financial Adviser role, and who knows? They might just have the perfect lead for you.
✨Tip Number 2
Prepare for virtual interviews by practising your pitch. Make sure you can clearly explain your experience and how it aligns with the role. Remember, confidence is key, so get comfy in front of that camera!
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss recent trends in financial planning or share insights on client engagement strategies. This will demonstrate your commitment to staying updated and your passion for the field.
✨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 in Leeds
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 understanding of FCA regulations and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to showcase your passion for client engagement and your ability to deliver high-quality advice. Mention how you value professional autonomy and flexibility, as these are key aspects of the role.
Showcase Your Digital Skills:Since this role involves a lot of remote work and digital client interactions, emphasise your confidence in using tools like MS Teams. Share examples of how you've successfully engaged clients online in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at The Private Office
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance requirements. Being able to discuss these confidently will show that you’re serious about delivering high-quality, compliant advice.
✨Showcase Your Client Engagement Skills
Prepare examples of how you've successfully engaged with clients in the past, especially in a remote setting. Highlight your ability to communicate complex financial matters clearly and how you’ve built long-term relationships.
✨Demonstrate Flexibility and Autonomy
Since this role offers a lot of autonomy, be ready to discuss how you manage your time effectively. Share experiences where you balanced multiple commitments while still delivering excellent client service.
✨Familiarise Yourself with Digital Tools
As you'll be conducting reviews via MS Teams and using the TPO Wealth portal, make sure you're comfortable with these platforms. Mention any relevant experience you have with digital client engagement to show you’re tech-savvy.
