Financial Adviser
🕒 April 16
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
📋 Description
• 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
• 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 • 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
Apply NowSimilar Jobs
🕒 April 15
Interpath Advisory
501 - 1000
Manager in Financial Services M&A Advisory executing transactions and driving business development. Collaborating with senior team members and managing multiple projects simultaneously.
🕒 April 15
Interpath Advisory
501 - 1000
Associate Director in M&A Advisory for Financial Services, assisting in transaction execution and client presentations. Leading deals and collaborating with senior team members in a hybrid environment.
🕒 April 15
atomos wealth
201 - 500
Quality Assessor ensuring compliance and quality in financial advice for wealth management. Collaborating with Financial Planners to maintain high standards and identifying training needs.
🕒 April 15
Dotdigital
201 - 500
☁️ SaaS
Finance role at Dotdigital assisting in global reporting and tax compliance for UK and foreign entities. Collaborating with the finance team and ensuring compliance with statutory regulations.
🏢🏡 London – Hybrid
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🇬🇧 UK Skilled Worker Visa Sponsor
🕒 April 14
Lendable
51 - 200
💸 Finance
💳 Fintech
👥 B2C
Financial Operations Executive ensuring accurate financial transactions and liquidity across platforms at a fast-growing fintech company in London. Collaborating closely with Finance and operational teams for product success.
🏢🏡 London – Hybrid
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
🇬🇧 UK Skilled Worker Visa Sponsor
