Hybrid Financial Adviser with Ready Client Bank

Eden Rose; England; Hybrid; GBP 42,000 - 70,000; Full time

Benefits offered by this job

Existing client bank

Paraplanning support

Marketing assistance

Job summary

Eden Rose in Dorset is seeking an experienced Financial Adviser to join a growing, family-run wealth management practice. You will work from a hybrid/remote setup and benefit from an existing client bank from day one, with the freedom to manage your diary.

You will be supported by paraplanning and admin help, and have opportunities to grow your own portfolio, develop client relationships across the South of England, and progress within a secure employed role.

Qualifications

• Experience providing holistic financial advice to clients.
• Proven track record of developing and retaining client relationships.
• Willingness to travel across the South of England and hold a full UK driving license.

Responsibilities

• Manage and service an existing client bank from day one.
• Develop and grow your own client portfolio with support from the team.
• Provide high-quality financial planning and client outcomes.

Job description

Eden Rose in Dorset is seeking an experienced Financial Adviser to join a growing, family-run wealth management practice. You will work from a hybrid/remote setup and benefit from an existing client bank from day one, with the freedom to manage your diary.

You will be supported by paraplanning and admin help, and have opportunities to grow your own portfolio, develop client relationships across the South of England, and progress within a secure employed role.