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Financial Adviser
The Private Office (TPO)Financial Adviser responsible for client relationships and delivering compliant financial advice in a collaborative environment. Seeking advisors with technical knowledge and strong interpersonal skills.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Comp & perks- Company discretionary bonus scheme
- 24 holidays (increasing to 26)
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningpensionsinvestmentsprotectioncompliancerisk assessmentclient relationship managementfinancial advice deliverydocumentation managementperformance target achievement
Soft Skills
communicationinterpersonal skillsorganizational skillsattention to detailclient-first approachcommercial awarenessgrowth mindsetability to simplify complex informationtrust-buildingethical decision-making
Certifications
Level 4 Diploma in Regulated Financial PlanningChartered status