IFA

Eden Rose; Winchester; In loco; GBP 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary and benefits

Paraplanning support

Independence and flexibility

Succession opportunities

Descrizione del lavoro

Eden Rose in Winchester is seeking an experienced Independent Financial Adviser (IFA) to join our client‑first practice. You will deliver independent, whole‑of‑market advice across pensions, investments, protection and estate planning while building lasting client relationships.

The role offers an employed or succession framework, strong paraplanning support, and a competitive salary with benefits, within a collaborative, independence‑driven environment.

Competenze

• Diploma-qualified (minimum) or Chartered Financial Planner status.
• Experience delivering holistic advice across pensions, investments, protection and estate planning.

Mansioni

• Provide independent financial advice to clients in a whole-of-market context.
• Build and maintain client relationships and contribute to firm growth.
• Be part of a team with paraplanning and admin support.

Conoscenze

Relationship-building

Client-centric approach

Formazione

Diploma-qualified or Chartered Financial Planner

Descrizione del lavoro

Independent Financial Adviser - IFA

Location: Winchester, Hampshire
Salary: Competitive + Benefits
Employment Type: Employed or Succession Options Available
Are you an experienced Independent Financial Adviser(IFA) who values independence, professionalism, and a client-first approach? We are seeking talented advisers to join our growing team in Winchester.

About the Company: The company prides themselveson delivering high-quality, independent financial advice that helps clients achieve their long-term objectives. Unlike many firms owned by large consolidators offering restricted advice, we provide a whole-of-market service tailored to individual client needs. The business is primarily owned by its directors and staff, and every team member plays an integral role in shaping the future of the firm. We foster a supportive, collaborative, and innovation-friendly culture where your expertise truly matters.

What We’re Looking For:

• Experienced Diploma-qualified (minimum) Financial Advisers or Chartered Financial Planners.
• A client-centric approach with a commitment to delivering holistic advice across pensions, investments, protection, and estate planning.
• Strong relationship-building skills and a desire to contribute to the growth and success of the firm.

What We Offer:

• Competitive salary and benefits package.
• Full paraplanning and administrative support.
• Independence and flexibility within a professional environment.
• Succession opportunities for advisers looking to retire or phase down gradually, ensuring continuity for their clients.

If you’re passionate about maintaining independence and delivering exceptional advice, this role could be the perfect fit for you.