Hybrid IFA: Build & Grow a Wealth Client Portfolio

Eden Rose; Nottingham; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Pension

Electric car scheme

Life Insurance

Healthcare

25 days holiday (plus bank holidays)”

Hybrid working

Job summary

Eden Rose in the United Kingdom is seeking a CAS Certified Independent Financial Adviser to join our Wealth Management team in Nottingham. The role is hybrid, with ownership of an established client bank and opportunities to develop new relationships, supported by organic referrals from the wider firm.

You will deliver full-scope financial advice across pensions, investments and tax planning, and implement a business strategy to grow your book of business, with a view to long-term client service

Qualifications

• CAS Certified Independent Financial Adviser (IFA) required/beneficial.
• Existing client bank is beneficial but not required.
• Proven customer service skills.

Responsibilities

• Deliver full-scope financial advice across pensions, investments and tax planning and cashflow modelling.
• Implement a business strategy to grow a book of business.
• Develop relationships and convert opportunities into clients.
• Leverage organic referrals and cross-firm referrals to build the book.
• Occasionally travel to the Nottingham office.

Skills

Client relationships

Business development

Customer service

Proactive attitude

Education

CAS Certified IFA

Job description

Eden Rose in the United Kingdom is seeking a CAS Certified Independent Financial Adviser to join our Wealth Management team in Nottingham. The role is hybrid, with ownership of an established client bank and opportunities to develop new relationships, supported by organic referrals from the wider firm.

You will deliver full-scope financial advice across pensions, investments and tax planning, and implement a business strategy to grow your book of business, with a view to long-term client service