Eden Rose
Financial Adviser
Location: Remote / Hybrid (Office Access Available for Local Candidates)
Salary: £50,000 – £100,000+ Basic DOE + Production-Based Bonus
Type: Employed or Self-Employed
An established and highly respected wealth management firm is seeking ambitious Financial Advisers to join its growing advice team.
With a 40-year history, a global presence spanning multiple jurisdictions, and significant expansion plans, this is an exciting opportunity for advisers looking to develop their careers within a well-supported and forward-thinking business.
The firm currently manages substantial assets under management and has ambitious growth targets, creating excellent opportunities for advisers to build and develop long-term client relationships.
The Role
As a Financial Adviser, you will be responsible for delivering holistic financial planning advice to new and existing clients, whilst developing and maintaining your own client relationships.
Key responsibilities include:
- Providing holistic financial planning advice across pensions, investments, protection and retirement planning
- Conducting client reviews and identifying ongoing planning opportunities
- Building and maintaining long-term client relationships
- Developing professional introducer and referral relationships
- Working closely with paraplanning and administration teams to deliver excellent client outcomes
- Maintaining accurate client records and ensuring regulatory compliance
- Contributing to the continued growth of the business
Candidate Requirements
- Level 4 Diploma qualified as a minimum
- Previous experience as a Financial Adviser within an IFA or Wealth Management environment
- Ability to build and maintain strong client relationships
- Strong communication and interpersonal skills
- Commercially minded with a genuine focus on client outcomes
- Candidates with an existing client bank or introducer relationships are particularly welcomed
- Clean regulatory history and strong professional reputation
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor’s degree in Finance or related field
- 5+ years’ of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
What's on Offer
- Remote working with office access available for local advisers
- Employed and self-employed options available
- Dedicated administration and paraplanning support
- Opportunity to work within a well-established and growing business
- Potential access to international opportunities and licences
- 5% employer pension contribution (employed advisers)
- Holiday entitlement increasing with length of service
- Clear long-term growth opportunities as the business expands
Salary and package will be tailored according to experience, client bank, assets under management and overall business potential.
To apply for this job please visit www.reed.co.uk.
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