Independent Financial Adviser

Eden Rose; Bodmin; Remote; GBP 68,000 - 83,000; Full time

Job summary

Eden Rose in Cornwall is seeking an Independent Financial Advisor (IFA) for a remote, client-facing role with regular hours. Open to newly qualified or career-focused candidates, with a desk-based approach and occasional travel to Bodmin for meetings.

The role offers flexible working locations across the UK, a high net-worth client base, and opportunities to advance within a growing team. Salary up to £75,000 DOE plus bonus and commission.

Qualifications

• Diploma in Financial Planning required.
• Knowledge of FCA rules and guidelines.
• Experience with managing a client bank of ~£10M AUM+.
• Strong IT literacy and MS Office.
• Excellent time management and problem-solving skills.

Responsibilities

• Establish contact with clients and gather information for suitable advice.
• Analyse client information to offer appropriate recommendations.
• Present advice, including charges, fees and disadvantages.
• Complete documentation thoroughly and adhere to processes.
• Maintain client records and develop relationships with clients and providers.

Skills

Client relationship mgmt

AUM £10M+

Financial planning knowledge

FCA rules knowledge

Diploma in Financial Planning

IT literacy

Time management

Team player

Education

Diploma in Financial Planning

Job description

Job Title:Independent Financial Advisor (IFA)

Location:Cornwall (Occasional need to travel to Bodmin for meetings and client visits)

Salary:Up to£75,000 DOE (+ Bonus & Commission)

The Company & Role:

Are you looking for a remote, client-facing advice role with regular hours? Whether you're newly qualified or seeking a position to advance your career, our client is open to discussing a range of IFA roles with you.

We work with thousands of clients across the UK to ensure their financial advice is top-notch. Our desk-based approach offers flexibility in your working location, and we maintain regular office hours while supporting each other to get the job done.

Key Responsibilities:

• Establish contact with clients and gather necessary information to provide suitable advice.
• Analyse client information accurately to offer appropriate recommendations.
• Present advice clearly, explaining charges, fees, and disadvantages.
• Complete documentation thoroughly and adhere to company processes.
• Maintain client records and develop effective relationships with clients, colleagues, and product providers.

Required Knowledge and Skills:

• Transferrable client bank of circa £10M AUM+
• Knowledge of the financial planning market, including products and services.
• Working knowledge of FCA rules and guidelines.
• Diploma in Financial Planning.
• IT literacy, including Microsoft Packages.
• Strong time management, problem-solving, and decision-making skills.
• Ability to work under pressure and promote a team spirit.

Why this role?

Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.