Client-Focused Financial Advisor | Long-Term Planning

Eden Rose; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

Eden Rose is seeking a Financial Adviser to join their team and service an existing client bank, delivering ongoing financial planning advice without the pressure of generating new business. You’ll focus on maintaining strong client relationships and high-quality service.

The ideal candidate holds the Level 4 Diploma in Regulated Financial Planning, has prior adviser experience, and excels in client servicing and relationship management with a client-centered approach to advice.

Qualifications

• Holds Level 4 Diploma in Regulated Financial Planning.
• Experience as Financial Adviser or Financial Planner.
• Strong client servicing and relationship management.
• Client-focused approach to advice.

Responsibilities

• Manage and develop relationships with an established client bank.
• Provide ongoing financial advice and financial planning support.
• Conduct regular client meetings and reviews.
• Understand clients’ changing circumstances and financial objectives.
• Prepare recommendations and ensure advice is delivered to a high standard.
• Work closely with paraplanning and administration teams.
• Maintain accurate and compliant client records.
• Build strong, long-term relationships with clients.
• Keep up to date with technical, regulatory and industry developments.

Skills

Client relationships

Financial planning

Communication

Regulatory knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Eden Rose is seeking a Financial Adviser to join their team and service an existing client bank, delivering ongoing financial planning advice without the pressure of generating new business. You’ll focus on maintaining strong client relationships and high-quality service.

The ideal candidate holds the Level 4 Diploma in Regulated Financial Planning, has prior adviser experience, and excels in client servicing and relationship management with a client-centered approach to advice.