Independent Financial Advisor — Grow High-Value Clients

Eden Rose; Birmingham; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Eden Rose in Birmingham is seeking an experienced Financial Adviser to join a growing independent financial planning business. You will manage an existing portfolio of high-value clients, providing independent advice across pensions, investments, retirement and wealth planning, and actively seek new business opportunities.

The role offers flexibility in meeting clients with offices across the Midlands and a strong emphasis on client relationships and growth within a supportive, expanding

Qualifications

• Experience managing and developing client relationships.

Responsibilities

• Manage and develop long-term relationships with an existing portfolio of high-value clients.
• Deliver high-quality independent financial advice across pensions, investments, retirement and broader wealth planning.
• Develop new business and actively identify opportunities to grow the client base.
• Work with Paraplanning and Administration teams to deliver a high-quality client experience.
• Contribute to the growth and development of the business as part of its five-year strategy.

Skills

Client relationship management

Financial advisory

Business development

Communication skills

Education

Level 4 Diploma in Financial Planning

Chartered status advantageous

Job description

Eden Rose in Birmingham is seeking an experienced Financial Adviser to join a growing independent financial planning business. You will manage an existing portfolio of high-value clients, providing independent advice across pensions, investments, retirement and wealth planning, and actively seek new business opportunities.

The role offers flexibility in meeting clients with offices across the Midlands and a strong emphasis on client relationships and growth within a supportive, expanding