Financial Adviser Sales · Bath ·

The Private Office; Bath; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A financial services company in Bath is recruiting a Financial Adviser to manage a diverse client portfolio, ensuring high standards of service in a desk-based role. This position allows for professional autonomy and flexibility, enabling advisers to work effectively without regular client visits. Candidates should have a Level 4 Diploma in Regulated Financial Planning and a solid understanding of FCA regulations. The role offers a discretionary bonus scheme, hybrid working options, and support for professional development.

Benefits

Discretionary bonus scheme

35-hour working week

Private healthcare

Support for professional qualifications

Qualifications

• Strong communication skills for explaining financial matters.
• Confident handling of digital client interactions.
• Ethically aligned with core company values.

Responsibilities

• Conduct financial reviews to identify client objectives.
• Provide advice on pensions, investments, and protection.
• Maintain client relationships and ensure compliance.

Skills

Client-focused communication

Understanding of FCA regulations

Digital engagement

Ethical standards

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Overview

The Private Office is seeking a Financial Adviser to take ongoing servicing responsibility for a growing portfolio of clients in a desk‑based capacity. This role is ideal for individuals who value professional autonomy and wish to maintain a high standard of client service while working in a flexible environment. Whether you are returning to work, balancing other commitments, or simply seeking a more structured way to manage your time, this opportunity offers the ability to deliver quality advice without the need for regular travel to clients’ homes.

Responsibilities

• Conduct Financial Health Checks, reviewing client fact finds and risk profiles to establish clear financial objectives
• Provide compliant, client‑focused advice across pensions, investments, and protection in a clear and accessible manner
• Deliver ongoing reviews and annual planning via MS Teams, ensuring a consistent and personal client experience
• Lead digital onboarding of clients, ensuring smooth and efficient set‑up through the TPO Wealth portal
• Adapt financial plans in response to client needs, market changes, or legislative updates
• Collaborate with support staff to ensure timely and accurate outcomes
• Proactively maintain technical knowledge, ensuring advice remains fully compliant with FCA and internal standards
• Build long‑term client relationships and contribute to the growth of TPO Direct
• Meet performance standards in line with firm KPIs and T&C scheme, including CPD and maintaining a valid Statement of Professional Standing

Qualifications

• Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
• Solid understanding of FCA regulations and compliance requirements
• Ability to communicate complex financial matters clearly and professionally
• Confident in digital client engagement and remote working practices
• Ethical, client‑focused, and committed to delivering high standards of service
• Demonstrates alignment with The Private Office's core values and professional culture

Benefits

• Discretionary bonus scheme
• 35‑hour working week (part‑time and hybrid working options available)
• 24 days holiday (rising to 26), plus 2 additional days over Christmas
• Private healthcare (after qualifying period)
• Group income protection and life assurance
• Eye care scheme, wellbeing programme, and bike‑to‑work scheme
• Full support with professional qualifications and development