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Financial Adviser
Job Summary
Advertiser
Salary / Rate
Posted
James Frank Associates
£40,000 - £50,000
16th March 2026
Location
Start Date
London
Type
Job Sector
permanent
Accountancy
Our client, a leading business in the field, is seeking a Level 4-qualified Financial Adviser to join their team on a full-time, permanent basis. Due to growth a new role has arisen for a Qualified Financial Advisor to join our clients’ team, working closely with the business to provide a high-level of ongoing financial advice to existing clients around their pension holdings, focusing on client annual reviews, analysis and suitability. The ideal candidate will hold their Level 4 qualification and have a minimum of 5 years’ experience as a Financial Advisor, ideally with a focus on pensions. Key Responsibilities: * Conduct and oversee annual reviews for ongoing clients, including full assessment of pension performance, fund choice and withdrawals * Analyze pension policy information obtained via provider portal s * Sign-off and review annual suitability reports * Provide regulated advice on retirement options including drawdowns and annuities * Analyse and identify client risks *…
