Independent Financial Advisor Remote Established Portfolio

Eden Rose; Birmingham; On-site; GBP 180,000 - 220,000; Full time

Job summary

Eden Rose, a highly regarded independent financial planning business, invites an experienced Financial Adviser to inherit an established client bank from day one, enabling you to focus on delivering exceptional advice rather than new business development. You will take over 125–150 clients, generating around £200,000 of recurring annual income, with ongoing income credited to your bonus from day one.

The role offers remote working, autonomy to manage your diary, and access to strong compliance

Qualifications

• Relationship management experience with high net-worth clients preferred.
• Ability to provide holistic financial planning and clear recommendations.
• Experience conducting regular client reviews and monitoring.
• Client-centric approach with strong compliance mindset.

Responsibilities

• Take ownership of an established portfolio of 125-150 existing clients.
• Provide holistic financial planning across pensions, investments and retirement plans.
• Conduct annual and ongoing client reviews to ensure plans remain appropriate.
• Build long-term trusted relationships through exceptional client service.
• Identify additional planning opportunities within an existing client bank.
• Manage your own diary with flexibility to work from home.
• Deliver compliant, client-focused advice with support from technical/compliance teams.

Skills

Relationship management

Client-focused advice

Pensions & investments

Self-motivated

Education

Level 4 Diploma with SPS

Job description

Eden Rose, a highly regarded independent financial planning business, invites an experienced Financial Adviser to inherit an established client bank from day one, enabling you to focus on delivering exceptional advice rather than new business development. You will take over 125–150 clients, generating around £200,000 of recurring annual income, with ongoing income credited to your bonus from day one.

The role offers remote working, autonomy to manage your diary, and access to strong compliance