Financial Adviser

The Private Office • Full-time • Milton Keynes, South East, GB • 2w ago

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

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