Financial Adviser

Eden Rose; Manchester; On-site; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Quarterly bonus (30% of initial fees)

Job summary

Eden Rose in Chorley is seeking an experienced Financial Adviser to join a well-established wealth management business. The role focuses on delivering holistic financial advice, building strong client relationships and supporting clients with wider financial planning needs.

You will be based mainly in the Chorley office, meeting clients face-to-face and managing existing relationships while identifying opportunities to add value.

Qualifications

• Experience as a Financial Adviser.
• Confident managing client relationships and providing regulated financial advice.

Responsibilities

• Provide holistic financial advice to clients.
• Manage existing relationships and identify opportunities for wider financial planning.

Skills

Client relationship management

Regulated financial advice

Job description

Financial Adviser - Chorley

Salary: Up to £80,000 + quarterly bonus
Location: Chorley

I’m currently working with an established wealth management business in Chorley who are looking to add an experienced Financial Adviser to their team.

This is a great opportunity for an Adviser who enjoys building strong client relationships and wants to work within a well-established, client-focused business.

The role will involve providing holistic financial advice to clients, managing existing relationships and identifying opportunities to support clients with their wider financial planning needs.

The business offers a strong bonus structure, with 30% of initial fees paid as a quarterly bonus, with no validation period.

The role is predominantly office-based in Chorley, as a large proportion of clients attend the office, so you’ll need to be comfortable being based from the Chorley office for most of the week.

They’re looking for someone with previous experience as a Financial Adviser who is confident managing client relationships and providing regulated financial advice.

If you’re an experienced Financial Adviser based in or around Lancashire and interested in finding out more, please get in touch.