Financial Adviser

OPRA GROUP; City of Westminster; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Performance-related bonus

Administrative support

Paraplanning support

Job summary

OPRA GROUP is seeking an experienced Financial Adviser to join our client-focused wealth management team. You will deliver high-quality financial planning advice and develop long-term client relationships across investments, pensions, protection, tax planning and estate planning.

You will conduct regular client reviews, stay up to date with industry changes, and work with paraplanning, administration and compliance colleagues to provide a smooth, compliant advisory service while identifying

Qualifications

• A Level 4 Diploma in Financial Planning (or equivalent).
• Experience delivering holistic financial planning across investments, pensions and protection.
• Strong relationship management and communication skills.

Responsibilities

• Provide holistic financial planning across investments, pensions, protection, tax planning and estate planning.
• Conduct regular client reviews to ensure recommendations stay suitable.
• Build and maintain long-term client relationships.

Skills

Financial planning

Client relationship management

Cashflow modelling

Regulatory knowledge

Communication

Independent work

Education

A Level 4 Diploma in Financial Planning

Tools

Cashflow modelling software

Job description

Are you an experienced Financial Adviser looking to join a growing, client-focused wealth management business where you can focus on delivering high-quality financial planning advice and developing long-term client relationships?, You will work with clients across a broad range of financial planning needs, providing tailored advice and ongoing support to help them achieve their financial goals.,

• Provide holistic financial planning advice across investments, pensions, protection, tax planning and estate planning.
• Conduct regular client reviews, ensuring recommendations remain suitable and aligned to changing circumstances.
• Build and maintain strong, long-term client relationships.
• Identify opportunities to grow your portfolio through referrals, networking and professional connections.
• Prepare and deliver compliant, high-quality financial advice.
• Maintain accurate client records and ensure all activity is documented appropriately.
• Stay up to date with industry developments, market trends and regulatory changes.
• Work closely with paraplanning, administration and compliance teams to ensure efficient client service and smooth business processing.
• Uphold the highest standards of professionalism, integrity and client care.
  To be successful in this role, you will have:
• A Level 4 Diploma in Financial Planning (or equivalent).
• A minimum of 3 years' experience as a Financial Adviser.
• Experience providing holistic advice across investments, pensions, inheritance tax planning and protection.
• Experience using cashflow modelling software.
• Strong relationship management and communication skills.
• A client-centric approach and commitment to delivering excellent service.
• High levels of integrity, professionalism and attention to detail.
• The ability to work independently while collaborating effectively with colleagues.
  Performance-related bonus opportunities.
• Existing client support and business development opportunities.
• Administrative and paraplanning support.
• Ongoing professional development and training.
• A collaborative and supportive working environment.
• The opportunity to develop your career within a growing wealth management business.