Financial Adviser

The Private Office
London

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

Posted 2026-06-19

Recommended Jobs

Geography Teacher - Girls’ School in Wandsworth (January...

Marchant Recruitment
London

Geography Teacher – Girls’ School in Wandsworth (January Start) Location: Wandsworth, London Start Date: January 2026 Contract Type: Full-time, Permanent Salary: Paid to scale on a dire…

View Details
Posted 2025-11-18

Salesforce Technical Lead

BearingPoint United Kingdom
London

Salesforce Technical Lead BearingPoint is one of Europe’s leading independent, partner led technology services and business consulting organisation and a highly regarded strategic partner for our …

View Details
Posted 2026-03-07

Senior Designer, Software Product Design

Nothing
London

About Nothing Nothing exists to make tech feel exciting again. We’re building a different kind of technology company, one that puts design, emotion, and human creativity at the heart of everyth…

View Details
Posted 2026-06-27

Art Technician - Outstanding Secondary School - Camden

Marchant Recruitment
London

Art Technician – Outstanding Secondary School – Camden Start Date: As soon as possible Contract: Full-time, Permanent Salary: Paid to scale We are seeking a creative and organised Art …

View Details
Posted 2026-04-16

International Operations Manager, Fulfillment

Dr. Squatch
London

Why We Exist and What We Do : At Dr. Squatch (), we’re raising the bar on men’s personal care with our line of natural, high-performance products. We’re on a high-growth, fast-moving ride, contin…

View Details
Posted 2026-06-27

Sr Staff Product Manager

The Trade Desk
London

The Trade Desk is a global technology company and the world’s leading independent platform for digital advertising, with nearly 4,000 employees across more than 30 offices. Our technology helps adver…

View Details
Posted 2026-06-27

Housing Officer (BAND2C) - Housing

Sutton Housing Partnership
Sutton, Greater London

Job Category : Housing Location :Sutton Housing District, Sutton Housing Partnership Hours Per Week : 37.5 Start Date : Immediate start Salary: £15.18 per hour This role is in a busy …

View Details
Posted 2025-09-10

Computing Teacher - Progressive and Supportive School -...

Marchant Recruitment
Barking, Greater London

Computing Teacher – Progressive, supportive and inclusive comprehensive school – Barking Our client is seeking a motivated Computing Teacher to join a progressive and supportive comprehensive schoo…

View Details
Posted 2025-12-06

Senior Business Support Officer

Lewisham Council
Lewisham, Greater London

Job Category: Admin / Clerical Location: Laurence House – First Floor, Lewisham Council Hours Per Week: 35.00 Start Date: Immediate Start Start Time: 09:00 End Time: 17:00 Salary…

View Details
Posted 2025-10-12

History Teacher (ECT) - Structured Induction - Waltham...

Marchant Recruitment
Waltham Forest, Greater London

ECT: History Teacher – Launch Your Career with a Structured, Rigorous Induction Programme – Waltham Forest A progressive secondary school in Waltham Forest is seeking an enthusiastic ECT of Hi…

View Details
Posted 2025-10-16