Financial Advisor

Eden Rose; York and North Yorkshire, Barnsley; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid/Remote work

Lead generation support

Career progression

Job summary

Eden Rose in the United Kingdom is seeking a Senior Financial Adviser to provide holistic financial planning for private clients, covering investments, pensions, retirement planning, protection, wealth preservation, and estate planning.

You will manage and grow your own client relationships with ongoing support and flexibility, while leveraging the firm’s lead-generation platform to expand your client bank and assets under management.

Qualifications

• Provide holistic financial planning to private clients across investments, pensions and retirement planning.
• Demonstrate ability to grow and manage client relationships with existing assets under management.
• Maintain a client-first approach with autonomy and flexible working arrangements.

Responsibilities

• Advise on Investments, Pensions, Retirement Planning, Protection, Wealth Preservation, Estate Planning.
• Develop and grow your own client relationships while expanding the firm's AUM.
• Leverage lead-generation support to build your client bank and business.

Skills

Regulated financial advice

Existing client bank

Client-first approach

Autonomy and flexibility

Relationship building

Education

Level 4 Diploma in Financial Planning

Job description

Senior Financial Advisor

South Yorkshire

Salary: Flexible and tailored to your existing client bank and recurring income

Flexible Working | Hybrid Options | Lead Generation Support

Are you an experienced Financial Adviser looking for a role that offers genuine flexibility, the freedom to manage your clients your way, and the support to continue growing your business?

We're working with a well regarded wealth management firm that is looking to attract ambitious advisers who can bring an existing client bank and are seeking a long term home where they can continue to develop their client relationships and assets under management.

This is an excellent opportunity to join a supportive and growing business that values adviser autonomy, provides ongoing lead generation support, and offers a highly flexible approach to working.

What's on Offer?

Flexible salary package based on your client bank and experience

Hybrid and remote working flexibility

Internal lead generation support

Opportunity to grow and develop your client bank

Strong administrative and operational support

Modern, client-focused wealth management business

Long-term career progression within a growing firm

The Role

You'll provide holistic financial planning advice to private clients across:

• Investments
• Pensions
• Retirement Planning
• Protection
• Wealth Preservation
• Estate Planning

You'll manage and develop your own client relationships while helping to grow the firm's presence and assets under management.

Alongside any clients you bring with you, the business can provide additional opportunities through its lead generation function, giving advisers a strong platform for future growth.

About You

We're keen to speak with advisers who:

• Hold the Level 4 Diploma in Financial Planning as a minimum
• Have experience providing regulated financial advice
• Can bring a transferable client bank or recurring income stream
• Take a client-first approach to financial planning


• Want flexibility and autonomy in how they work


• Are looking for a supportive and long-term home for their clients and career

Why Join?

This role would suit an adviser who enjoys building long term client relationships and wants the freedom to focus on delivering quality advice without the constraints often associated with larger corporate environments.

Whether you prefer working from home, spending time in the office, or being out meeting clients, you'll have the flexibility to structure your working week in a way that suits both you and your clients.

If you're an established Financial Adviser with a transferable client bank and would like to explore a flexible opportunity with strong support, growth potential and the ability to build something meaningful, we'd love to hear from you.