BLG Wealth
Financial Advisor
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We’re hiring: Level 4 Qualified Financial Adviser with CAS
📍 BLG Wealth Ltd | Salisbury House, London Wall, London
Are you an experienced financial adviser who enjoys working with clients but would welcome more support with administration and paraplanning?
At BLG Wealth, we’re looking for a Level 4 qualified Financial Adviser with Competent Adviser Status (CAS) to join our team.
The opportunity
You’ll build and maintain trusted client relationships, deliver financial planning advice and conduct regular reviews, supported by our administration and paraplanning team. We value clear communication, thoughtful advice and a strong commitment to client service.
We’re looking for someone who:
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- Holds a completed Level 4 qualification, such as DipPFS, DipFA or an appropriate equivalent.
- Has achieved CAS and has experience providing regulated financial advice.
- Holds a current Statement of Professional Standing.
- Has sound knowledge of pensions, investments and retirement planning.
- Can explain complex matters clearly and put clients at ease.
- Works well with colleagues and maintains high standards of compliance and record keeping.
- Is within commuting distance of our London Wall office.
Why BLG Wealth?
We offer a supportive team environment, administration and paraplanning support, and the opportunity to work closely with an experienced Chartered Financial Planner and Managing Director.
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If you do have existing client relationships, we would be happy to discuss these confidentially and are looking for someone who is proactive in establishing new client relationships and new Introducer relationships.
Remuneration and the role’s arrangements will be discussed according to experience.
Interested? Please message Elaine Pollington directly on LinkedIn with your CV or a brief summary of your experience for an initial confidential conversation.
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