Financial Adviser Sales · Bath ·

The Private Office LLP; Bath; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected financial advisory firm is seeking a Financial Adviser to manage a portfolio of clients in a flexible, desk-based role. The position combines client engagement with professional autonomy, offering a high standard of service. Responsibilities include conducting financial health checks and providing compliant advice across various areas. The role is primarily remote with some office days for collaboration and training, and includes a range of benefits such as a discretionary bonus scheme and private healthcare.

Benefits

Discretionary bonus scheme

35-hour working week

24 days holiday, rising to 26

Private healthcare

Group income protection and life assurance

Eye care scheme

Wellbeing programme

Bike-to-work scheme

Support with professional qualifications

Qualifications

• Solid understanding of FCA regulations and compliance requirements.
• Ethical, client-focused, and committed to delivering high standards of service.

Responsibilities

• Conduct Financial Health Checks and establish clear financial objectives.
• Provide advice across pensions, investments, and protection.
• Deliver ongoing reviews and annual planning via MS Teams.
• Lead digital onboarding of clients.
• Adapt financial plans based on client needs or market changes.
• Collaborate with support staff for accurate outcomes.
• Maintain technical knowledge to ensure compliant advice.

Skills

Communication of complex financial matters

Client-focused service

Digital client engagement

Financial planning knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (desirable)

Job description

Overview

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

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.

You will conduct client reviews via MS Teams, managing a high volume of interactions with full control over your diary to ensure productivity and balance. While the role is primarily remote, there will be some office days for training, collaboration, and maintaining strong team connections. You will enhance relationships with existing clients and contribute to the continued growth of our TPO Direct proposition. If you are looking for a role that combines flexibility with the opportunity to deliver high-quality advice in a respected environment, we would welcome your application.

Key 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

Benefits

• 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

Candidate Profile

• 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