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The Private Office; City of Westminster; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A respected financial advisory firm in the UK is looking for a Financial Adviser to provide desk-based financial advice with client engagement and autonomy. The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning and have a solid understanding of FCA regulations. This role promotes work-life balance with flexible options, a discretionary bonus scheme, and support for professional development.

Benefits

Discretionary bonus scheme

Private healthcare

Group income protection and life assurance

Eye care scheme

Wellbeing programme

Bike-to-work scheme

Qualifications

• Solid understanding of FCA regulations and compliance requirements.
• Confident in digital client engagement and remote working practices.
• Demonstrates alignment with the company's core values.

Responsibilities

• Conduct Financial Health Checks, reviewing client fact finds and risk profiles.
• Provide compliant, client-focused advice across pensions, investments, and protection.
• Deliver ongoing reviews and annual planning via MS Teams.

Skills

Client-focused advice

Communication of complex financial matters

Digital client 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 & Requirements

• The Private Office role requires 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

What We Offer

• 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