Independent Financial Adviser: Grow High-Value Clients

Eden Rose; Birmingham; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Eden Rose in the Midlands is seeking an experienced Financial Adviser to join a growing independent wealth planning business with a strong client focus. You will be pivotal to the next growth stage, helping to expand the client base and deepen relationships.

You will deliver high-quality independent financial advice across pensions, investments and retirement planning for high-value clients, develop new business opportunities, and work with Paraplanning and Administration to ensure an

Qualifications

• Experience delivering independent financial advice.
• Managing high-value client relationships.
• Level 4 Diploma in Financial Planning or equivalent.
• Able to develop new business opportunities.
• Strong communication and relationship-building skills.

Responsibilities

• Manage and develop relationships with high-value clients.
• Deliver high-quality independent financial advice across pensions, investments and retirement planning.
• Develop new business and grow the client base.
• Work with Paraplanning and Administration teams to deliver a high-quality client experience.
• Contribute to the growth strategy through active client acquisition.

Skills

Relationship management

New business development

Independent financial advice

Client onboarding

Strong communication

Education

Level 4 Diploma

Chartered status

Job description

Eden Rose in the Midlands is seeking an experienced Financial Adviser to join a growing independent wealth planning business with a strong client focus. You will be pivotal to the next growth stage, helping to expand the client base and deepen relationships.

You will deliver high-quality independent financial advice across pensions, investments and retirement planning for high-value clients, develop new business opportunities, and work with Paraplanning and Administration to ensure an