At a Glance
- Tasks: Manage client relationships and deliver tailored financial advice in a supportive environment.
- Company: Forward-thinking financial services company focused on growth and collaboration.
- Benefits: Competitive salary, bonuses, private healthcare, and professional development support.
- Other info: Enjoy a dynamic work culture with opportunities for career advancement.
- Why this job: Join a team that values integrity and client service excellence while making a real impact.
- 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.
As a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. Your responsibilities will include:
- 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 London 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.
