Remote Financial Adviser — Flexible Hours & Personalised Planning

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

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.