Part-Time Financial Services Advisor
RO4 Qualified
(3 Days per Week)
Warm Supportive Team
Are you a knowledgeable financial services professional looking for a role that values quality over quantity, offers true work–life balance, and places client care at the heart of everything? This is a fantastic opportunity to join a warm, friendly firm that delivers outstanding financial advice with integrity, expertise, and genuine client focus.
In this part-time Advisor role, you’ll work closely with an established client base, carrying out essential annual reviews and providing clear, insightful advice across pensions, tax implications, and broader financial planning. You’ll play a key part in shaping the client experience—ensuring every individual receives exceptional service and personalised guidance.
This role is ideal for someone who takes pride in accuracy, communication, and professionalism. You’ll maintain detailed, compliant records, prepare comparison illustrations, and proactively identify opportunities to improve processes and client outcomes. If you enjoy combining technical expertise with a relationship-driven approach, you’ll thrive here.
On offer:
*Superb benefits package
*Supportive, collaborative, and friendly team culture
*Part-time structure (3 days per week)
*An environment where your ideas and integrity are truly valued
If you’re RO4 qualified, passionate about delivering high-quality financial advice, and keen to join a team that genuinely cares, then apply today and take the next step in a role that offers both flexibility and fulfilment.