Financial Advisor

Eden Rose

Cannock

Hybrid

GBP 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Established portfolio of high-value clients

1–2 days working from home each week

Supportive team structure

Opportunity to progress within a growing business

Job summary

A leading financial advisory firm in Cannock seeks an experienced Financial Advisor to manage a large portfolio of loyal clients. This role offers exceptional support with dedicated Paraplanners and Administrators, in a firm with ambitious growth plans. Ideal candidates will have strong servicing skills and the ability to foster client relationships. Flexibility with 1-2 days of remote work is available, ideal for those looking for stability and progression.

Qualifications

Ideally CAS status and Chartered, with client rapport prioritized.
Strong servicing skills with a relationship-led approach.
Ability to maintain and grow relationships with high-value clients.

Responsibilities

Manage a large, loyal client bank and provide ongoing financial advice.
Collaborate with a dedicated Paraplanner and Administrator.
Build relationships with established clients and deliver exceptional service.

Skills

Client rapport

Servicing skills

Relationship management

Education

CAS status

Chartered status

Job description

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Base pay range

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A rare opportunity has arisen for an experienced and confident Financial Advisor to take over a large, loyal client bank from a long-standing advisor who is moving on after 10 years.

You’ll be joining a well-respected, growing firm with a supportive team structure – each Advisor has a dedicated Paraplanner and Administrator. The business has ambitious acquisition plans, offering genuine progression opportunities over the coming years.

This role offers the chance to step straight into a high-quality portfolio of clients built up over many years, providing a solid platform to build relationships and deliver exceptional ongoing advice.

What’s on offer:

Established portfolio of high-value clients ready to service
1–2 days working from home each week
Join a supportive team of 4 Advisors, each with a dedicated Paraplanner and Administrator
Opportunity to progress within a growing business with ambitious acquisition plans
Clients primarily serviced under the firm’s Core Service Proposition, with assets largely managed via Parmenion DFM or MPS

What we’re looking for:

Ideally CAS status and Chartered, but confidence and client rapport are the priority
Strong servicing skills with a relationship-led approach
Ability to maintain and grow relationships with high-value clients
If you’re looking for stability, progression opportunities, and the chance to work with an exceptional client base, this could be the perfect role for you.

Seniority level