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Open nowFirst seen 5 days ago

Financial Adviser

RGH-Global Limited607 open roles

Where
London, United Kingdom
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Your applicationOpen nowFinancial AdviserRGH-Global Limited · London, United Kingdom
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Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Financial Adviser

Location: Central London (office-based)

Working Pattern: Full-time, permanent

Remuneration: Competitive basic salary plus performance-related bonus and benefits

The Opportunity

A well-established financial planning firm based in Central London is looking to appoint a Financial Adviser to support continued growth. This isan employed role and is ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportunities in a professional, well-supported environment.

The role involves delivering comprehensive, regulated financial advice to a broad client base, covering areas such as investments, retirement planning, personal protection, and estate planning. The successful individual will inherit an existing portfolio of clients and play a key role in maintaining and expanding those relationships through high-quality, personalised advice.

You will be supported by experienced paraplanners and administrators, alongside access to structured training and development to support both technical capability and long-term career progression.

Key Responsibilities

  • Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice
  • Carry out detailed client reviews to understand objectives, circumstances, and long-term goals
  • Design and implement bespoke financial planning solutions across multiple advice areas
  • Develop additional business through client engagement, referrals, and relationship management
  • Work collaboratively with internal support teams to deliver a consistent and efficient client experience
  • Ensure all advice and documentation meets regulatory and professional standards
  • Engage in ongoing learning, training, and professional development

Candidate Profile

  • Diploma Level 4 qualified in Regulated Financial Planning (or equivalent)
  • At least one year of experience operating as a Financial Adviser
  • Background within financial services, with a minimum of three years industry experience
  • Holds a current Statement of Professional Standing
  • Demonstrates strong technical knowledge across core advice areas including pensions, investments, and protection
  • Clear, confident communicator with the ability to translate complex information into practical guidance for clients
  • High level of professionalism, integrity, and attention to detail
  • Comfortable working within a team-focused environment while managing personal client responsibilities
  • Willingness to continue professional development, including progression towards Chartered status
  • Confident user of standard office software; familiarity with industry systems is beneficial but not essential

Package & Benefits

  • Performance-related bonus, paid monthly on new business
  • Immediate access to an established client portfolio with significant assets under management
  • Ongoing structured training, coaching, and development support
  • Clear progression opportunities within a stable and professional firm
  • Strong administrative and paraplanning support to allow advisers to focus on clients
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