Financial Adviser

Overview

In this Financial Adviser role, you’ll help clients make informed decisions within a growing, private equity-backed financial services business. You’ll benefit from a steady stream of inbound, pre-booked appointments and a strong support model, allowing you to focus on delivering high-quality advice. You’ll join a firm expanding into London, contributing to sustainable growth and career development. You will shape client outcomes by delivering compliant, tailored recommendations within a collaborative team. This opportunity offers stability, development, and a clear path to progression in a scaling organization.

Pay / Benefits

• Salary 55,000 per annum
• OT earnings potential 95,000+ per annum
• Private healthcare
• Profit share
• 8% employer pension contribution
• Death in service cover

Responsibilities

• Conduct meetings with qualified prospective clients and complete comprehensive fact-finds
• Assess financial circumstances and deliver suitable recommendations in line with regulatory requirements
• Build and maintain long-term client relationships through professional financial advice
• Collaborate with support teams to maximise client outcomes while maintaining compliance standards

Key requirements

• Level 4 Diploma with experience as Financial Adviser, Financial Planning Consultant, Wealth Adviser, or similar regulated advisory professional
• Proven experience conducting client meetings, fact-finds, and delivering regulated financial advice
• Experience in FCA-regulated environments and meeting compliance requirements

• strong interpersonal skills
• professionalism
• compliance mindset
• fact-find process
• regulated financial advice
• FCA compliance knowledge

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