Financial Adviser

The Private Office; Milton Keynes; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Discretionary bonus

Full-time hours 35 per week

Holiday entitlement 24–26 days plus 2–

Private Healthcare

Group Income Protection

Life Assurance

Eye Care Scheme

Wellbeing programme

Bike to Work Scheme

Professional qualifications support

Job summary

The Private Office in Milton Keynes is seeking an experienced Financial Adviser to manage and develop your own client relationships, delivering holistic, compliant advice across pensions, investments and protections. You will explain complex advice clearly and work with our teams to ensure high-quality service.

Candidates should hold a Level 4 Diploma in Regulated Financial Planning, have a strong FCA understanding, and possess excellent communication skills with a client-first approach.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status desirable).
• Strong understanding of FCA regulatory requirements.
• Experience delivering holistic financial advice.
• Excellent communication and interpersonal skills.
• Commercial awareness with a proactive, growth mindset.

Responsibilities

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant and in line with FCA requirements and internal standards
• Working closely with our technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow your client base through referrals and professional connections
• Meeting agreed commercial and performance targets

Skills

Strong communication

Interpersonal skills

Commercial awareness

Organisational skills

Ethical client-first

Growth mindset

Simplify complex info

Relationship building

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company?

Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients?

We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged.

Role Responsibilities

s a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice.

Your responsibilities will include:

• Building and maintaining long-term, trusted client relationships

• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles

• Designing and delivering tailored financial planning strategies across pensions, investments and protection

• Providing clear explanations of complex advice, costs and regulatory disclosures

• Ensuring all advice is compliant and in line with FCA requirements and internal standards

• Working closely with our technical and support teams to deliver an efficient, high-quality client experience

• Maintaining accurate client records and appropriate documentation

• Identifying opportunities to grow your client base through referrals and professional connections

• Meeting agreed commercial and performance targets

You will play an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence.

What we are looking for

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
• Strong understanding of FCA regulatory requirements
• Experience delivering holistic financial advice
• Excellent communication and interpersonal skills
• Ability to simplify complex information for clients
• Commercial awareness with a proactive, growth mindset
• Strong organisational skills and attention to detail
• Professional, ethical and client-first approach

Benefits

• Company discretionary bonus scheme;

• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;

• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;

• Private Healthcare;

• Group Income Protection;

• Life Assurance;

• Eye Care Scheme;

• Wellbeing programme;

• Bike to Work Scheme;

• Support with role relevant professional qualifications;

after qualifying period