Financial Adviser | Established Client Bank & Growth

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

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.