Growth-Focused Independent Financial Advisor

Eden Rose

Kimbolton

On-site

GBP 60,000 - 90,000

Full time

5 days ago
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Job summary

Eden Rose is seeking a Level 4 qualified Financial Adviser to join its well-established Independent Financial Advice practice in the United Kingdom. You will develop strong client relationships, drive new business opportunities, and deliver high-quality, compliant financial advice across planning and investment solutions.

You will work with a close-knit team to provide personalised financial planning, staying current with FCA requirements and regulatory changes while growing the client base and

Qualifications

  • Experience in financial advice and client-facing roles within an IFA environment.
  • Strong knowledge of financial planning and investment products.
  • Proven ability to develop new business and manage relationships.

Responsibilities

  • Develop and manage new and prospective client relationships.
  • Generate and convert new business opportunities.
  • Meet clients, assess needs and establish financial objectives.
  • Deliver high-quality, compliant, tailored financial advice.
  • Prepare, present and implement recommendations.
  • Advise across financial planning solutions, particularly GPP.
  • Collaborate with paraplanning and support teams for smooth client journeys.
  • Build long-term client relationships and ensure FCA compliance.
  • Stay updated with product, regulatory changes, and industry developments.
  • Support ongoing growth of the practice.

Skills

Level 4 Financial Adviser
Relationship-building
Business development
Communication skills
Regulatory knowledge

Education

Level 4 qualification in Financial Advice

Job description

Eden Rose is seeking a Level 4 qualified Financial Adviser to join its well-established Independent Financial Advice practice in the United Kingdom. You will develop strong client relationships, drive new business opportunities, and deliver high-quality, compliant financial advice across planning and investment solutions.

You will work with a close-knit team to provide personalised financial planning, staying current with FCA requirements and regulatory changes while growing the client base and

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