Independent Financial Advisor

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

Financial Adviser,

Nottingham - Hybrid

£50,000 - £70,000+ 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) + Hybrid Working

Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of an established client bank?

This is an exciting opportunity to join a highly regarded professional services firm with ambitious growth plans and a reputation for delivering high-quality, client-focused advice. As part of its wider strategy to become a Top 50 UK law firm, the business continues to invest in expanding its Wealth Management and investment offering.

There is the opportunity to inherit an established HNW client portfolio.Alongside servicing this portfolio therewill bea regular flow of warm, organic referrals from the wider business, existing solicitors and professional connections, you will have the opportunity to develop new relationships, convert opportunities into clients and build a sustainable book of business.

This role would suit an adviser who combines strong technical and client relationship skills with a proactive, commercially minded approach to business development.

The Role:

• Hybrid work schedule
• Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
• Implement a business strategy to grow a book of business
• Organic referrals paired with new business expansion
• Occasionally travel to Nottingham office

The Person:

• CAS Certified Independent Financial Adviser
• A clear and proven business strategy to implement
• Existing client bank is beneficial but not required
• Looking for more responsibility and recognition
• Demonstratable experience of customer service skills