Employed Financial Advisor

Orla Rose Associates; Greater London; Hybrid; GBP 51,000 - 72,000; Full time

Benefits offered by this job

Paraplanning support

In-house leads

Training programs

Hybrid work

Collaborative culture

24 days leave

Birthday off

Health plan

Life assurance

Income protection

Team social events

Job summary

Orla Rose Associates in London is seeking an experienced Financial Adviser to join a high-performing private wealth advisory team.

You will work with an established portfolio from day one, focusing on delivering expert advice, building long-term client relationships and expanding your book. Enjoy paraplanning, admin and marketing support in a collaborative, hybrid setting.

Qualifications

• At least three years’ experience as a Financial/Wealth Adviser.
• Level 4 Diploma in Regulated Financial Planning.
• Experience with high-net-worth clients with complex needs.
• Excellent communication and relationship-building skills.
• Chartered or Level 6 status would be advantageous.

Responsibilities

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

Skills

Client relationship management

Communication

Financial planning

Regulatory knowledge

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.

If you are an experienced adviser who is passionate about building trusted client relationships and delivering high-quality financial advice, we would be delighted to hear from you.