Independent Financial Advisor

Eden Rose; Kimbolton; On-site; GBP 60,000 - 90,000; Full time

Job summary

Eden Rose is seeking a Level 4 qualified Financial Adviser to join its well-established Independent Financial Advice practice in the United Kingdom. You will develop strong client relationships, drive new business opportunities, and deliver high-quality, compliant financial advice across planning and investment solutions.

You will work with a close-knit team to provide personalised financial planning, staying current with FCA requirements and regulatory changes while growing the client base and

Qualifications

• Experience in financial advice and client-facing roles within an IFA environment.
• Strong knowledge of financial planning and investment products.
• Proven ability to develop new business and manage relationships.

Responsibilities

• Develop and manage new and prospective client relationships.
• Generate and convert new business opportunities.
• Meet clients, assess needs and establish financial objectives.
• Deliver high-quality, compliant, tailored financial advice.
• Prepare, present and implement recommendations.
• Advise across financial planning solutions, particularly GPP.
• Collaborate with paraplanning and support teams for smooth client journeys.
• Build long-term client relationships and ensure FCA compliance.
• Stay updated with product, regulatory changes, and industry developments.
• Support ongoing growth of the practice.

Skills

Level 4 Financial Adviser

Relationship-building

Business development

Communication skills

Regulatory knowledge

Education

Level 4 qualification in Financial Advice

Job description

Are you a Level 4 qualified Financial Adviser looking to join a well-established Independent Financial Advice practice where you can develop strong client relationships and play a key role in growing new business?

This is an excellent opportunity to join an established IFA practice with decades of experience, offering a stable, supportive and collaborative working environment.

The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll have the opportunity to build relationships with new and prospective clients while providing high-quality, holistic financial advice.

The role will have a strong focus on both new business and relationship development, working with new and prospective clients from initial contact through to becoming established long-term clients.

The Role

• Develop and manage new and prospective client relationships


• Generate and convert new business opportunities


• Meet clients, assess needs and establish financial objectives


• Deliver high-quality, compliant, tailored financial advice


• Prepare, present and implement recommendations


• Advise across financial planning solutions, particularly GPP


• Work closely with paraplanning and support teams to deliver a smooth client journey


• Build and develop long-term client relationships


• Ensure FCA and internal compliance requirements are met


• Keep up to date with product, legislative and regulatory changes


• Support the continued growth of the practice

The Person

• Experience in financial advice, ideally within an IFA


• Strong technical knowledge of financial planning and investment products


• Experience with new business and prospective clients


• Strong relationship-building and business development skills


• Excellent communication and interpersonal skills


• Good understanding of FCA and regulatory requirements


• Organised, professional and commercially aware


• Client-focused with a commitment to quality advice


• Proactive and able to work effectively within a close-knit team