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The Private Office; Bath; Hybrid; GBP 80,000 - 100,000; Part time

Job summary

A reputable financial advisory firm is seeking a Financial Adviser to manage a portfolio of clients in a desk-based capacity. This role emphasizes professional autonomy and high standards of client service in a flexible environment. Responsibilities include conducting financial health checks, providing compliant advice on pensions and investments, and leading client onboarding processes. Candidates should have a Level 4 Diploma in Regulated Financial Planning and a strong understanding of FCA regulations.

Benefits

Discretionary bonus scheme

24 days holiday plus additional days over Christmas

Private healthcare

Group income protection and life assurance

Eye care scheme

Wellbeing programme

Bike-to-work scheme

Support with professional qualifications and development

Qualifications

• Experience with FCA regulations and compliance requirements.
• Ethical and committed to high standards of service.

Responsibilities

• Conduct Financial Health Checks and establish client objectives.
• Provide advice on pensions, investments, and protection.
• Deliver client reviews and planning via MS Teams.
• Lead digital onboarding of clients and ensure smooth set-up.
• Adapt plans to client needs and market changes.
• Collaborate with support staff for timely outcomes.

Skills

Client-focused advice

Communication of complex financial matters

Technical knowledge maintenance

Digital client engagement

Building long-term client relationships

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

Requirements / 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

Additional Information

• A flexible, desk-based advice role with a respected firm, offering autonomy, client engagement, and work-life balance
• 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