Part-Time Financial Advisor
Reed

Orpington, Kent
•2 hours ago
•No application
About
Part-Time Financial Adviser (Level 4 Qualified) - Hybrid Working3 Days Per Week£25,000 - £30,000We are seeking an experienced, client-focused Financial Adviser to provide high-quality, regulated pension advice and ongoing servicing to an established client base. This part-time role is ideal for a professional who values delivering excellent outcomes, maintaining strong client relationships, and upholding the highest standards of compliance.As a key member of the advice function, you will conduct client reviews, analyse pension arrangements, and make suitable recommendations aligned with FCA requirements, Consumer Duty, and Treating Customers Fairly principles. The role also includes oversight of an Administrative Assistant who supports with document preparation and case processing.Key ResponsibilitiesClient Advice & ReviewsConduct and oversee annual reviews for ongoing advice clients.Assess pension arrangements, fund performance, beneficiary nominations, income withdrawals, and alignment with client objectives.Analyse pension policy information and provide suitable, compliant recommendations.Provide regulated advice on retirement options including drawdown, annuities, PCLS and tax-efficient strategies.Identify and appropriately support vulnerable clients.Case Management & ComplianceSign off and review Annual Review Suitability Reports and all client-facing communications.Maintain accurate and up-to-date client records, including fact finds, objectives and review outcomes.Ensure all advice meets Consumer Duty outcomes and internal suitability standards.Prepare comparison illustrations and provider research where required.Assess tax implications such as emergency tax, reclaim opportunities and income susta




