Client-Focused Financial Adviser

Eden Rose; Bath; On-site; GBP 45,000 - 60,000; Full time

Job summary

Eden Rose is seeking a Financial Adviser in Bath to service an existing client bank with ongoing financial planning guidance.

You will conduct regular reviews, understand clients’ objectives, and deliver high-quality recommendations while collaborating with paraplanning and administration teams to maintain compliant records.

This role emphasises client relationships over new business development, with a focus on technical accuracy and regulatory standards.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is required.
• Experience as Financial Adviser or Financial Planner.
• Strong client servicing and relationship management skills.
• Commitment to high professional and regulatory standards.

Responsibilities

• Manage and develop relationships with an existing client bank.
• Provide ongoing financial planning advice and reviews.
• Prepare recommendations and ensure compliant delivery.
• Coordinate with paraplanning and support teams.
• Maintain accurate client records.

Skills

Client servicing

Relationship management

Communication

Technical/regulatory knowledge

Financial planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Eden Rose is seeking a Financial Adviser in Bath to service an existing client bank with ongoing financial planning guidance.

You will conduct regular reviews, understand clients’ objectives, and deliver high-quality recommendations while collaborating with paraplanning and administration teams to maintain compliant records.

This role emphasises client relationships over new business development, with a focus on technical accuracy and regulatory standards.