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RGH-Global Limited
Financial AdviserRGH-Global Limited • London, United Kingdom
Financial Adviser

Financial Adviser

RGH-Global Limited • London, United Kingdom
30+ days ago
Job type
  • Full-time
  • Permanent
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
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Financial Adviser • London, United Kingdom

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