# Financial Adviser

**Company:** The Private Office
**Department:** Sales
**Role:** Finanical Adviser
**Location:** Leeds
**Remote status:** Hybrid

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**

s 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

_This position is no longer accepting applications._