Financial Adviser

Eden Rose; Nottingham; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Pension (4%)

Electric Car Scheme

Life Insurance

Healthcare

25 days holiday + bank holidays + buy-

buy back scheme

Job summary

Eden Rose in Nottingham is seeking a CAS Financial Adviser to join its established Wealth Management offering in a hybrid role. You will provide high-quality, holistic financial advice and foster strong client relationships within a growing practice.

You will advise across pensions, investments, inheritance tax planning and cashflow modelling, while collaborating with an experienced wealth team to grow your portfolio and deliver long-term value for clients.

Qualifications

• CAS Certified Independent Financial Adviser with strong technical knowledge of holistic financial planning.
• Previous experience working as an IFA delivering independent financial advice.
• Confident managing client relationships independently with high service standards.
• Commercial mindset and ability to grow a client portfolio within a wealth management setting.

Responsibilities

• Deliver full-scope financial advice across pensions, investments and inheritance tax planning.
• Conduct cashflow modelling and financial planning to support holistic recommendations.
• Build and manage a growing client base with autonomy and professional collaborations.
• Develop long-term client relationships and cross-sell within an established wealth team.
• Provide high-quality financial guidance and maintain compliance in all client interactions.
• Collaborate with the wealth management network to support client needs.
• Identify opportunities to expand the client book through referrals.

Skills

CAS Certified Independent Financial Ad

IFA experience

Client relationship management

Holistic financial planning knowledge

Job description

Nottingham – Hybrid

£50,000 – £60,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation where you can build a long‑term career within an established Wealth Management offering?

Job Ref 91029

Location NOTTINGHAM

Salary £55,000 - £60,000 Per Annum

Employment Type Permanent

Independent Financial Adviser

Nottingham – Hybrid

£50,000 – £60,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) Are you a CAS Financial Adviser with previous IFA experience looking to join a high‑growth organisation where you can build a long‑term career within an established Wealth Management offering?

This is an excellent opportunity to join a firm with a strong reputation and play an important role within its growing Wealth Management and investment offering. With an established presence in Nottingham, the firm is looking for an experienced Financial Adviser to join the team and provide high-quality, holistic financial advice to a growing client base.

You will advise clients across a broad range of financial planning areas, including pensions, investments, inheritance tax planning and cashflow modelling. You’ll have the support of an established organisation, while still having the autonomy to develop strong client relationships and grow your portfolio over time.

The Role

• Hybrid working with flexibility around client requirements
• Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
• Managing and developing strong, long‑term client relationships
• Advising an established client base and supporting continued growth in Nottingham
• Working alongside an established Wealth Management team
• Developing new client relationships through organic referrals and business opportunities
• Opportunity to bring an existing client bank/book of business across
• Access to the wider firm’s established professional network and referral opportunities

The Person

• CAS Certified Independent Financial Adviser
• Previous experience working as an IFA
• Strong technical knowledge across holistic financial planning
• Confident managing client relationships independently
• High standards of customer service and professionalism
• Commercially minded with an interest in developing and growing a client portfolio
• Looking for a long‑term opportunity within an established and growing organisation
• Comfortable working collaboratively while taking ownership of your own client relationships