Financial Adviser at The Private Office in Bath, England, GB

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company?

Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients?

We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged.

Role Responsibilities

As a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice.

Your responsibilities will include:

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant and in line with FCA requirements and internal standards
• Working closely with our technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow your client base through referrals and professional connections
• Meeting agreed commercial and performance targets

You will play an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence.

What we are looking for

· Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)

· Strong understanding of FCA regulatory requirements

· Experience delivering holistic financial advice

· Excellent communication and interpersonal skills

· Ability to simplify complex information for clients

· Commercial awareness with a proactive, growth mindset

· Strong organisational skills and attention to detail

· Professional, ethical and client-first approach

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Support with role relevant professional qualifications;

*after qualifying period