Financial Adviser at The Private Office

Leeds, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

15 Jul, 26

Salary

0.0

Posted On

16 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Regulatory compliance, Client relationship management, Pensions, Investments, Protection, FCA regulations, Communication skills, Interpersonal skills, Commercial awareness, Organizational skills, Attention to detail, Technical knowledge, Financial advice

Industry

Financial Services

Description

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. Role Responsibilities s 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

Responsibilities

The Financial Adviser is responsible for managing and developing client relationships while delivering holistic, compliant financial advice. They will design tailored financial strategies and ensure all documentation meets FCA regulatory standards.