Independent Financial Advisor

RPGCC Wealth Management Limited; Greater London; On-site; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Career progression

Paraplanning support

Diverse client bank

Professional development

Job summary

RPGCC Wealth Management Limited seeks a qualified Independent Financial Adviser to join our growing advisory team operating within an established accountancy practice. You’ll enjoy a supportive environment, with a steady flow of enquiries and clear progression opportunities as the business expands.

You will advise across pensions, investments, protection, and tax‑efficient strategies, building long‑term client relationships and collaborating with paraplanners and admins to ensure compliant,

Qualifications

• Level 4 Diploma in Regulated Financial Planning is required.
• 2–3 years’ post‑qualification advisory experience.
• Working knowledge of Intelliflo, CashCalc, and FE Analytics.
• Strong communication skills and a client‑centred approach.
• Professional, personable and able to build trust quickly.

Responsibilities

• Provide holistic financial planning advice across pensions, investments, protection, and tax‑efficient strategies.
• Build and maintain long‑term client relationships.
• Work collaboratively with paraplanners, administrators, and the wider accountancy team.
• Ensure advice is compliant, suitable, and aligned with firm standards.

Skills

Communication

Relationship-building

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelliflo

CashCalc

FE Analytics

Job description

RPGCC Wealth Management is seeking a qualified Independent Financial Adviser to join our growing advisory team, operating within an established accountancy practice and supported by a strong internal financial planning function.

About the Role

This is an excellent opportunity for an adviser looking to build a long‑term career within a supportive and ambitious firm. You’ll work with a varied and engaged client bank, benefiting from a steady flow of new enquiries and genuine progression opportunities as the business continues to expand.

Key Responsibilities

• Provide holistic financial planning advice across pensions, investments, protection, and tax‑efficient strategies
• Build and maintain long‑term client relationships
• Work collaboratively with paraplanners, administrators, and the wider accountancy team
• Ensure advice is compliant, suitable, and aligned with firm standards

Requirements

• Level 4 Diploma in Regulated Financial Planning
• A minimum of 2–3 years’ post‑qualification advisory experience
• Working knowledge of Intelliflo, CashCalc, and FE Analytics
• Strong communication skills and a client‑centred approach
• Professional, personable, and able to build trust quickly

Who We’re Looking For

• Early‑to‑mid‑career adviser seeking long‑term growth within a stable firm
• A team‑oriented individual who is reliable, proactive, and committed to delivering high‑quality advice
• Someone who enjoys working within a collaborative environment and contributing to a growing advisory team

What’s on Offer

• Clear long‑term career progression within an expanding firm
• Supportive environment with paraplanning and administrative assistance
• Varied and interesting client bank with opportunities to specialise
• Strong professional development support within an established accountancy practice