Employed Financial Advisor

Orla Rose Associates Ltd; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Paraplanning support

In-house leads

Hybrid work

Birthday off

Leave entitlement (24 days + birthday)

Job summary

Orlaroseassociates in London is seeking an ambitious Financial Adviser to join our high-performing private wealth advisory team on a full-time, permanent basis. You will be provided with an established portfolio of high-net-worth clients from day one, delivering holistic advice, developing long‑term relationships and growing your client book.

Hybrid - three days in the office, with dedicated paraplanning, administration and marketing support to help you deliver exceptional client outcomes and

Qualifications

• At least three years’ experience as a Financial Adviser or Wealth Adviser.
• Experience advising high-net-worth clients with complex financial needs.
• Excellent communication, relationship-building and interpersonal skills.

Responsibilities

• Provide holistic financial advice to high-net-worth individuals, families and institutions.
• Manage, retain and strengthen existing client relationships.
• Develop and implement strategies covering pensions, investments, estate planning, tax optimisation and risk management.
• Grow your client book through referrals, professional networking and high-quality in-house leads.
• Collaborate with paraplanning, administration, marketing and business development teams.
• Remain informed about market trends, regulatory changes and industry best practices.

Skills

Client relationships

Communication

Interpersonal skills

Financial planning

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 or Chartered Financial Planner status (advantageous)

Job description

Location:London (Hybrid - three days in the office)

Contract:Full-time, Permanent

The Opportunity

An exciting opportunity has arisen for an ambitious and experienced Financial Adviser to join a high-performing private wealth advisory team.

You will be provided with an established portfolio of high-net-worth clients from day one, allowing you to focus on delivering exceptional advice, developing long-term relationships and growing your client book.

With dedicated paraplanning, administration and marketing support, this role offers an excellent environment in which to develop your career and deliver outstanding client outcomes.

Key Responsibilities

• Provide holistic financial advice to high-net-worth individuals, families and institutions.
• Manage, retain and strengthen existing client relationships.
• Develop and implement strategies covering pensions, investments, estate planning, tax optimisation and risk management.
• Grow your client book through referrals, professional networking and high-quality in-house leads.
• Collaborate with paraplanning, administration, marketing and business development teams.
• Remain informed about market trends, regulatory changes and industry best practices.

About You

• At least three years’ experience as a Financial Adviser or Wealth Adviser.
• Level 4 Diploma in Regulated Financial Planning.
• Experience advising high-net-worth clients with complex financial needs.
• A strong record of delivering excellent client service and positive financial outcomes.
• Excellent communication, relationship-building and interpersonal skills.
• Level 6 or Chartered Financial Planner status would be advantageous.

What’s on Offer

• Full paraplanning, administration and marketing support.
• High-quality in-house leads and opportunities to grow your client book.
• Ongoing training, mentoring and long-term career development.
• A flexible hybrid working arrangement.
• A collaborative and inclusive working culture.
• 24 days’ annual leave, plus your birthday off, increasing with service.
• Health plan, life assurance and income protection.
• Quarterly team social events.