Financial Adviser

OPRA GROUP; Greater London; On-site; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Performance-related bonus

Administrative and paraplanning (admin

Ongoing professional development and培训

Collaborative working environment

Job summary

OPRA GROUP is seeking an experienced Financial Adviser to deliver holistic financial planning across investments, pensions and protection. You will nurture long-term client relationships, perform regular reviews, and identify opportunities to grow assets through referrals and networking.

The role offers good bonuses, admin support and ongoing professional development. The ideal candidate has a Level 4 Diploma in Financial Planning and at least 3 years of experience delivering compliant,

Qualifications

• Qualified Financial Adviser with Level 4 Diploma in Financial Planning or equivalent.
• Minimum 3 years' experience as a Financial Adviser.
• Experience providing holistic advice across investments, pensions, inheritance tax planning and protection.

Responsibilities

• Provide holistic financial planning across investments, pensions, protection and estate planning.
• Conduct regular client reviews and ensure recommendations stay suitable.
• Build and maintain long-term client relationships.
• Grow portfolio through referrals, networking and professional connections.
• Prepare and deliver compliant, high-quality financial advice.
• Maintain accurate client records and proper documentation.
• Stay up to date with industry developments and regulatory changes.
• Collaborate with paraplanning, administration and compliance teams.

Skills

Relationship management

Communication skills

Client-focused

Education

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?

We are seeking a qualified Financial Adviser to support an established client base while also identifying opportunities to grow assets under management through referrals, networking and relationship building.

The Opportunity

This is an excellent opportunity for an ambitious adviser who is passionate about providing holistic financial planning and delivering exceptional client outcomes.

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.

Key Responsibilities

• 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.

About You

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.
• A proactive and motivated attitude with a desire to grow your client base and professional reputation.

What's on Offer

• 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.