Paraplanner Work, Jobs in Ridge, Hrt (with Salaries)

Financial Adviser
RGH‑Global Limited —London
- £40,000 - £60,000 a year
- Full-time
- Business development
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Seven Investment Management —London
- CRM software
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Financial Adviser

RGH‑Global Limited
London

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Job details

Permanent | Full-time
£40,000 - £60,000 a year

Qualifications

Pension
Financial advisory experience
Client engagement
Business development
Relationship management
Estate planning

Full job description

Financial Adviser

Location: Central London (office-based)
Working Pattern: Full-time, permanent
Remuneration: Competitive basic salary plus performance-related bonus and benefits

The Opportunity

A well-established financial planning firm based in Central London is looking to appoint a Financial Adviser to support continued growth. This isan employed role and is ideal for a qualified adviser who enjoys managing existing client relationships while developing new opportunities in a professional, well-supported environment.

The role involves delivering comprehensive, regulated financial advice to a broad client base, covering areas such as investments, retirement planning, personal protection, and estate planning. The successful individual will inherit an existing portfolio of clients and play a key role in maintaining and expanding those relationships through high-quality, personalised advice.

You will be supported by experienced paraplanners and administrators, alongside access to structured training and development to support both technical capability and long-term career progression.

Key Responsibilities

Take responsibility for an existing portfolio of clients, providing ongoing, compliant financial planning advice
Carry out detailed client reviews to understand objectives, circumstances, and long-term goals
Design and implement bespoke financial planning solutions across multiple advice areas
Develop additional business through client engagement, referrals, and relationship management
Work collaboratively with internal support teams to deliver a consistent and efficient client experience
Ensure all advice and documentation meets regulatory and professional standards
Engage in ongoing learning, training, and professional development

Candidate Profile

Diploma Level 4 qualified in Regulated Financial Planning (or equivalent)
At least one year of experience operating as a Financial Adviser
Background within financial services, with a minimum of three years industry experience
Holds a current Statement of Professional Standing
Demonstrates strong technical knowledge across core advice areas including pensions, investments, and protection
Clear, confident communicator with the ability to translate complex information into practical guidance for clients
High level of professionalism, integrity, and attention to detail
Comfortable working within a team-focused environment while managing personal client responsibilities
Willingness to continue professional development, including progression towards Chartered status
Confident user of standard office software; familiarity with industry systems is beneficial but not essential

Package & Benefits

Performance-related bonus, paid monthly on new business
Immediate access to an established client portfolio with significant assets under management
Ongoing structured training, coaching, and development support
Clear progression opportunities within a stable and professional firm
Strong administrative and paraplanning support to allow advisers to focus on clients

Apply Now

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