Financial Adviser

OPRA GROUP; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in City Of London is seeking a dynamic Financial Adviser to provide holistic financial advice. The successful candidate will nurture existing relationships and offer tailored solutions in areas such as investments and pensions. The role requires at least a Level 4 Diploma in Financial Advice and 3 years of experience, alongside excellent communication skills and a commitment to client service. This position offers a supportive work environment with opportunities for career growth.

Benefits

Training provided

Career Growth & Development

Flexibility in the work environment

Supportive & Collaborative Culture

Pension

Financial Wellbeing Programs

Administrative support

Great office Environment

Qualifications

• Minimum of 3 years experience as a Financial Adviser providing holistic financial advice.
• Experience advising on investments, pensions, and inheritance tax.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Provide tailored advice on financial planning aspects.
• Conduct regular client reviews to ensure suitability of advice.
• Create new opportunities for business growth through networking.

Skills

Excellent communication skills (written and oral)

Holistic financial advice

Experience using cash flow modelling software

Emotional intelligence

Resilience

Education

Level 4 Diploma in Financial Advice

Job description

We are looking for a dynamic Financial Adviser that will provide quality and holistic financial advice to clients to help them meet their needs and objectives. The successful candidate will need to nurture and grow existing client relationships and funds under management.

Benefits

• Training provided
• Career Growth & Development
• Flexibility in the work environment
• Supportive & Collaborative Culture
• High-quality existing clients
• Administrative support
• Pension
• Financial Wellbeing Programs
• Great office Environment

Key Responsibilities of the Financial Adviser

• Provide tailored advice to clients on aspects of financial planning including but not limited to investments, pensions, tax planning, inheritance and protection.
• Conduct regular client reviews, ensuring suitability of advice and keeping financial plans aligned with changing circumstances.
• Maintain and develop long‑term relationships with clients.
• Create new opportunities for business growth through networking and referrals, arranging appointments with prospective clients to discuss their financial needs and objectives.
• Adopt the use of the business's advice tools & documents for the provision and evidencing of advice.
• Ensure all activity is compliant with business standards and recorded appropriately on the CRM.
• Keep up to date with regulatory changes in the industry to ensure your clients receive the most up‑to‑date guidance.
• Effectively work with the internal teams to ensure business is processed in line with compliance standards.
• Undertake any other relevant tasks and duties as required.

Requirements of the Financial Adviser

• Holds at least a Level 4 Diploma in Financial Advice
• Previous experience as a Financial Adviser with a minimum of 3 years experience, providing holistic and full financial advice
• Experience advising clients on most aspects of financial planning including investments, pensions, inheritance tax and protection (excluding mortgage products)
• Experience using cash flow modelling software
• Excellent communication skills (written and oral)
• Committed to delivering first‑class client service and maintaining their professional knowledge and development
• Honesty and integrity
• Ability to work under pressure and meet deadlines
• Highly motivated, with a great work ethic
• Being agile and adaptable
• Emotional intelligence
• Resilient

Is this great opportunity for you? If so, we want to hear from oyu, so please apply!