Senior Financial Advisor — Flexible, Hybrid, Client Growth

Eden Rose (United Kingdom); York and North Yorkshire, Barnsley; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid/Remote work

Lead generation support

Career progression

Job summary

Eden Rose in the United Kingdom is seeking a Senior Financial Adviser to provide holistic financial planning for private clients, covering investments, pensions, retirement planning, protection, wealth preservation, and estate planning.

You will manage and grow your own client relationships with ongoing support and flexibility, while leveraging the firm’s lead-generation platform to expand your client bank and assets under management.

Qualifications

• Provide holistic financial planning to private clients across investments, pensions and retirement planning.
• Demonstrate ability to grow and manage client relationships with existing assets under management.
• Maintain a client-first approach with autonomy and flexible working arrangements.

Responsibilities

• Advise on Investments, Pensions, Retirement Planning, Protection, Wealth Preservation, Estate Planning.
• Develop and grow your own client relationships while expanding the firm's AUM.
• Leverage lead-generation support to build your client bank and business.

Skills

Regulated financial advice

Existing client bank

Client-first approach

Autonomy and flexibility

Relationship building

Education

Level 4 Diploma in Financial Planning

Job description

Eden Rose in the United Kingdom is seeking a Senior Financial Adviser to provide holistic financial planning for private clients, covering investments, pensions, retirement planning, protection, wealth preservation, and estate planning.

You will manage and grow your own client relationships with ongoing support and flexibility, while leveraging the firm’s lead-generation platform to expand your client bank and assets under management.