Financial Advisor

Eden Rose; Leeds; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Existing client bank from day one

Uncapped bonus potential

Paraplanning & admin support

Hybrid & flexible working

Lead generation & referrals

Progression toward Chartered status

Competitive salary & benefits

Job summary

Eden Rose wealth management is seeking an ambitious Financial Advisor to inherit an established client bank and deliver high quality financial advice across retirement planning, pensions, investments, inheritance tax planning, and protection.

You'll work with paraplanners and administrators, spend more time with clients, and benefit from hybrid and flexible working, uncapped bonus potential, and clear progression toward Chartered status.

Qualifications

• Experience providing regulated financial advice.
• Strong knowledge of pensions and investments.
• Looking to grow within an ambitious and supportive firm.

Responsibilities

• Provide holistic advice across retirement planning, pensions, investments, inheritance tax planning and protection.
• Conduct ongoing client reviews and maintain strong client relationships.
• Collaborate with paraplanners and administrators to deliver high-quality service.

Skills

Regulated financial advice

Pensions & investments knowledge

Client relationship management

Job description

Are you an ambitious Financial Advisor looking for more than just another advisory role?

Join a growing wealth management firm where you'll inherit an established client bank of around 100 clients, receive full paraplanning and administrative support, and focus on delivering high quality financial advice.

The Opportunity

You'll provide holistic advice across:

• Retirement Planning


• Pensions & Investments


• Inheritance Tax Planning


• Protection


• Ongoing Client Reviews

Working with clients holding assets from £450,000 to £1m+, you'll be supported by an experienced team of Paraplanners and Administrators, allowing you to spend more time with clients and less time on paperwork.

What's on Offer?

• Existing client bank from day one


• Uncapped bonus and earning potential
  
• Full paraplanning and administration support


• Hybrid and flexible working


• High quality referrals and lead generation


• Opportunity to work with HNW clients


• Clear progression opportunities


• Support towards Chartered status


• Competitive salary and benefits package

About You

• Experience providing regulated financial advice


• Strong knowledge of pensions and investments


• Looking to grow within an ambitious and supportive firm

This is more than just an Advisor role. It's an opportunity to inherit an established client bank, work with high quality clients, and build a long term career within a growing wealth management business.