Senior Financial Adviser - Grow High-Value Clients

Eden Rose; West Midlands; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Eden Rose is expanding its wealth management team in the Midlands to deliver high-quality independent financial advice across pensions, investments, retirement and broader wealth planning. The role focuses on managing existing high-value client relationships while actively developing new business opportunities within a supportive, collaborative environment.

The successful adviser will contribute to a five-year growth plan, capitalising on strong client relationships and the firm’s growth

Qualifications

• Experience managing long-term relationships with high-value clients.
• Deliver independent financial advice across pensions, investments, retirement and wealth planning.
• Develop new business and grow client base.
• Collaborate with Paraplanning and Administration teams to ensure a high-quality client experience.

Responsibilities

• Manage and develop relationships with existing high-value clients.
• Provide high-quality independent financial advice on pensions and investments.
• Identify opportunities to grow the client base and secure new business.
• Work with Paraplanning and admin teams to maintain excellent service.

Skills

Client relationship management

Financial advice

New business development

Pensions planning

Communication skills

Education

Level 4 Diploma

Chartered status advantageous

Job description

Eden Rose is expanding its wealth management team in the Midlands to deliver high-quality independent financial advice across pensions, investments, retirement and broader wealth planning. The role focuses on managing existing high-value client relationships while actively developing new business opportunities within a supportive, collaborative environment.

The successful adviser will contribute to a five-year growth plan, capitalising on strong client relationships and the firm’s growth