Remote Senior Financial Advisor | Transferable Client Bank

Eden Rose; Eastham Village; Remote; GBP 80,000 - 100,000; Full time

Benefits offered by this job

Home-based role

Outstanding benefits package

Strong lead generation network

Paraplanning support

Developing existing clients

Job summary

Eden Rose in the South East of England is seeking a Senior Financial Adviser to deliver holistic financial planning from a home-based setup with full infrastructure support.

You will manage investments, pensions, retirement and estate planning for clients across the region, leveraging an established introducer network and strong lead generation while maintaining your own diary and working remotely. Administrative and paraplanning support is provided to help grow recurring income.

Qualifications

• Level 4 Diploma or higher (minimum).
• Proven track record as a Financial Adviser.
• Able to bring a transferable client bank.
• Strong business development and relationship management skills.
• Comfortable working remotely and managing your own diary.
• Based within the South East or able to cover clients across the South.

Responsibilities

• Provide holistic financial planning across investments, pensions, retirement planning, estate planning, protection and wealth management.
• Develop and manage client relationships with existing and new business opportunities.
• Utilise the firm’s lead sources and introducer network to grow client bank.
• Operate with autonomy while collaborating within a supportive team environment.

Skills

Proven track record as a Financial Ad

Transferable client bank

Business development

Relationship management

Remote / diary management

South East coverage

Education

Level 4 Diploma

Job description

Eden Rose in the South East of England is seeking a Senior Financial Adviser to deliver holistic financial planning from a home-based setup with full infrastructure support.

You will manage investments, pensions, retirement and estate planning for clients across the region, leveraging an established introducer network and strong lead generation while maintaining your own diary and working remotely. Administrative and paraplanning support is provided to help grow recurring income.