Financial Adviser

Eden Rose; Grantham; On-site; GBP 50,000 - 65,000; Full time

Benefits offered by this job

Benefits

Job summary

Eden Rose in Grantham is seeking a Financial Adviser to join a growing financial planning business with an established client bank and clear long-term progression. The role offers a competitive £50,000 - £65,000 salary plus benefits and a strong support structure.

You will manage and grow an existing client portfolio, provide ongoing financial advice, and work with a dedicated team to deliver holistic planning and excellent client service.

Qualifications

• Independent Financial Adviser with diploma qualification.
• Experience managing a client bank and delivering ongoing financial advice.
• Strong technical knowledge and excellent client relationship skills.

Responsibilities

• Manage and develop an established client bank, delivering ongoing financial advice.
• Conduct client reviews and identify opportunities to grow existing relationships.
• Deliver holistic financial planning tailored to clients' needs.
• Work closely with power planners and administrators to provide an excellent client experience.
• Maintain high standards of compliance and contribute to the firm's continued growth.

Skills

Client relationship skills

Proactive client-focused

Organisational skills

Education

Diploma qualification for Independent Financial Adviser

Job description

Financial Adviser,Grantham
£50,000 - £65,000 + Benefits + Established Client Bank + Career Progression

Are you a Financial Adviser looking to join a growing financial planning business with an established client bank and exciting long term growth plans?

This is an excellent opportunity to join a well established financial planning firm that has grown significantly through strategic acquisitions and continues to expand its assets under management, after being prioritised as a firm to invest heavily into.

Following a change within the existing advisory team, the business is looking to appoint a Financial Adviser to potentially take over an established portfolio of clients, providing an immediate foundation from which to build strong relationships and deliver high-quality financial advice.

With further acquisitions in progress, investment in technology and a strong support structure, this is an opportunity to join a business that offers stability, autonomy and the potential for long-term career progression.

The Role:

• Manage and develop an established client bank, delivering ongoing financialadvice.
• Conduct client reviews and identify opportunities to grow existing relationships.
• Deliver holistic financial planning tailored to clients' needs.
• Work closely with power planners and administrators to provide an excellent client experience.
• Maintain high standards of compliance and contribute to the firm's continued growth.

The Person:

• Independent Financial Adviser with diploma qualification
• Experience managing a client bank and delivering ongoing financial advice.
• Strong technical knowledge and excellent client relationship skills.
• A proactive, client-focused approach with good organisational skills.
• A collaborative attitude and a strong fit with the existing team.