Financial Advisor

Eden Rose; Bath; On-site; GBP 45,000 - 60,000; Full time

Job summary

Eden Rose is seeking a Financial Adviser in Bath to service an existing client bank with ongoing financial planning guidance.

You will conduct regular reviews, understand clients’ objectives, and deliver high-quality recommendations while collaborating with paraplanning and administration teams to maintain compliant records.

This role emphasises client relationships over new business development, with a focus on technical accuracy and regulatory standards.

Qualifications

• Level 4 Diploma in Regulated Financial Planning is required.
• Experience as Financial Adviser or Financial Planner.
• Strong client servicing and relationship management skills.
• Commitment to high professional and regulatory standards.

Responsibilities

• Manage and develop relationships with an existing client bank.
• Provide ongoing financial planning advice and reviews.
• Prepare recommendations and ensure compliant delivery.
• Coordinate with paraplanning and support teams.
• Maintain accurate client records.

Skills

Client servicing

Relationship management

Communication

Technical/regulatory knowledge

Financial planning

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We’re working with an established financial planning business that is looking for a Financial Adviser to join their team and focus on servicing an existing client bank.

This is a great opportunity for an adviser who enjoys building long-term client relationships and providing ongoing financial planning advice, without the pressure of generating new business.

The Role

You’ll be responsible for:

• Managing and developing relationships with an established client bank
• Providing ongoing financial advice and financial planning support
• Conducting regular client meetings and reviews
• Understanding clients’ changing circumstances and financial objectives
• Preparing recommendations and ensuring advice is delivered to a high standard
• Working closely with paraplanning and administration teams
• Maintaining accurate and compliant client records
• Building strong, long-term relationships with clients
• Keeping up to date with technical, regulatory and industry developments

About You

We’re looking for someone who:

• Holds Level 4 Diploma in Regulated Financial Planning
• Has experience working as a Financial Adviser or Financial Planner
• Enjoys client servicing and relationship management
• Has strong communication and interpersonal skills
• Takes a client-focused approach to advice
• Is technically strong and committed to maintaining high professional standards
• Would prefer a role focused on existing clients rather than new business generation