Financial Adviser

Rapid Recruitment Services; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm is seeking a qualified Financial Adviser to deliver FCA-compliant financial advice across pensions, investments, and protection products. This opportunity offers strong earning potential coupled with a supportive environment for career growth. The ideal candidate will have a Level 4 Diploma and proven experience providing holistic financial advice. Join a growing team that values client relationships and offers performance bonuses, ensuring a rewarding career path.

Benefits

Competitive basic salary

Generous performance bonuses

Structured career progression

Full paraplanning support

Professional development support

Qualifications

• Proven experience in providing holistic financial advice within a regulated environment.
• Excellent technical knowledge across pensions, investments, protection, and tax-efficient planning.
• Confident communicator with outstanding interpersonal and presentation skills.

Responsibilities

• Deliver expert, FCA-compliant financial advice across a range of products, including pensions, investments, and protection.
• Build and maintain long-term client relationships through trust and service excellence.
• Conduct detailed financial assessments and create bespoke recommendations.

Skills

Holistic financial advice

Communication skills

Interpersonal skills

Technical knowledge of pensions

Technical knowledge of investments

Technical knowledge of protection

Tax-efficient planning

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

Tools

Intelliflo

Xplan

Voyant

Job description

Overview

We are delighted to be partnering with a respected wealth management and financial planning firm to recruit a qualified Financial Adviser. This is an exceptional opportunity for a driven and client-focused professional to deliver high-quality, regulated advice while benefiting from strong earning potential and a supportive, growth-oriented environment.

The successful candidate will provide comprehensive financial planning and investment advice, managing client portfolios across pensions, investments, and protection products. This role suits an adviser who combines technical expertise with excellent relationship management skills and the ambition to achieve outstanding results.

Key Responsibilities

• Deliver expert, FCA-compliant financial advice across a range of products, including pensions, investments, and protection.

• Build and maintain long-term client relationships through trust, service excellence, and regular reviews.

• Conduct detailed financial assessments and create bespoke recommendations aligned with client objectives.

• Work closely with paraplanners and administrators to ensure advice is supported by accurate research and documentation.

• Keep up to date with regulatory changes, market trends, and product developments.

• Contribute to business growth through client retention, referrals, and professional networking.

Skills and Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) is essential.

• Strong, proven experience in providing holistic financial advice within a regulated environment.

• Excellent technical knowledge across pensions, investments, protection, and tax-efficient planning.

• Confident communicator with outstanding interpersonal and presentation skills.

• Ethical, client-centred approach with a commitment to maintaining high professional standards.

• Familiarity with financial planning software such as Intelliflo, Xplan, or Voyant.

Rewards and Benefits

• Competitive basic salary plus generous, uncapped performance bonuses.

• Structured career progression and professional development support, including Chartered status.

• Supportive working environment with full paraplanning and administrative assistance.

• Opportunities to build a loyal client base within an established and growing firm.