Wealth Advisor: Inherit Client Bank, Hybrid & High Earnings

Eden Rose; Leeds; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Existing client bank from day one

Uncapped bonus potential

Paraplanning & admin support

Hybrid & flexible working

Lead generation & referrals

Progression toward Chartered status

Competitive salary & benefits

Job summary

Eden Rose wealth management is seeking an ambitious Financial Advisor to inherit an established client bank and deliver high quality financial advice across retirement planning, pensions, investments, inheritance tax planning, and protection.

You'll work with paraplanners and administrators, spend more time with clients, and benefit from hybrid and flexible working, uncapped bonus potential, and clear progression toward Chartered status.

Qualifications

• Experience providing regulated financial advice.
• Strong knowledge of pensions and investments.
• Looking to grow within an ambitious and supportive firm.

Responsibilities

• Provide holistic advice across retirement planning, pensions, investments, inheritance tax planning and protection.
• Conduct ongoing client reviews and maintain strong client relationships.
• Collaborate with paraplanners and administrators to deliver high-quality service.

Skills

Regulated financial advice

Pensions & investments knowledge

Client relationship management

Job description

Eden Rose wealth management is seeking an ambitious Financial Advisor to inherit an established client bank and deliver high quality financial advice across retirement planning, pensions, investments, inheritance tax planning, and protection.

You'll work with paraplanners and administrators, spend more time with clients, and benefit from hybrid and flexible working, uncapped bonus potential, and clear progression toward Chartered status.