Senior Wealth Advisor - Holistic Financial Planning

Eden Rose; Liverpool; On-site; GBP 45,000 - 65,000; Full time

Job summary

Eden Rose Wealth Management in Liverpool is seeking a Financial Adviser to join its growing team and build strong client relationships. You will provide tailored financial advice and maintain high service standards to help clients reach financial goals.

The role requires experience as a Financial Adviser in an IFA/wealth environment, a Level 4 Diploma in Regulated Financial Planning or equivalent, and strong knowledge of pensions and investments.

Qualifications

• Experience as Financial Adviser within an IFA or Wealth Management environment.
• Excellent communication and relationship-building skills.
• A professional and client-focused approach.

Responsibilities

• Provide holistic financial advice to clients and tailor recommendations to individual objectives.
• Build and maintain long-term relationships with new and existing clients.
• Conduct client meetings, fact-finds and financial reviews.
• Develop suitable financial planning strategies covering pensions, investments, retirement planning and protection.
• Prepare and present recommendations tailored to each client's circumstances.
• Manage an ongoing client bank and deliver a high standard of service.
• Ensure all advice and client interactions meet regulatory and compliance requirements.
• Work closely with the wider team to deliver a joined-up client experience.

Skills

Client relationships

Financial advice

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Eden Rose Wealth Management in Liverpool is seeking a Financial Adviser to join its growing team and build strong client relationships. You will provide tailored financial advice and maintain high service standards to help clients reach financial goals.

The role requires experience as a Financial Adviser in an IFA/wealth environment, a Level 4 Diploma in Regulated Financial Planning or equivalent, and strong knowledge of pensions and investments.