Financial Adviser: Grow New Business in Stable IFA

Eden Rose; Kimbolton; On-site; NZD 141,000 - 153,000; Full time

Job summary

Eden Rose in Kimbolton is seeking a Level 4 qualified Financial Adviser to join a well-established Independent Financial Advice practice where you can develop strong client relationships and drive new business.

This permanent role offers long-term stability, a supportive team, and a relationship-led culture with a focus on proactive financial planning and FCA compliance. You will work closely with advisers and staff to deliver high-quality guidance.

Qualifications

• Level 4 qualified financial adviser.
• Experience in financial advice, preferably within an IFA.
• Strong technical knowledge of financial planning and investments.
• Experience with new business and prospective clients.
• Good understanding of FCA and regulatory requirements.
• Team-focused with relationship-building abilities.

Responsibilities

• Develop and manage new and prospective client relationships.
• Generate and convert new business opportunities.
• Meet clients, assess needs and establish financial objectives.
• Deliver high-quality, compliant, tailored financial advice.
• Prepare, present and implement recommendations.
• Advise across financial planning solutions, particularly GPP.
• Collaborate with paraplanning and support teams for a smooth client journey.
• Build and develop long-term client relationships.
• Ensure FCA and internal compliance requirements are met.
• Stay updated with product, regulatory changes and market trends.
• Support ongoing growth of the practice.

Skills

Client relationships

Business development

Communication

Regulatory compliance

Education

Level 4 Financial Adviser qualification

Job description

Eden Rose in Kimbolton is seeking a Level 4 qualified Financial Adviser to join a well-established Independent Financial Advice practice where you can develop strong client relationships and drive new business.

This permanent role offers long-term stability, a supportive team, and a relationship-led culture with a focus on proactive financial planning and FCA compliance. You will work closely with advisers and staff to deliver high-quality guidance.