At a Glance
- Tasks: Manage client relationships and deliver holistic financial planning advice.
- Company: Modern wealth management firm with ambitious growth plans.
- Benefits: Up to £100,000 salary, competitive bonuses, equity opportunities, and flexible working.
- Other info: Long-term career progression and full support for your success.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Diploma Level 4 qualified and experienced in financial advising.
The predicted salary is between 50000 - 100000 £ per year.
Location: Bath
Salary: £50,000 - £100,000 per annum
Employment Type: Permanent
Financial Adviser Bath | Hybrid Working
Up to £100,000 Basic Salary + Revenue Bonus + Equity Opportunity
Are you an experienced Financial Adviser looking for a genuine growth opportunity within a modern, ambitious wealth management firm? We are partnering with a highly successful independent financial planning business that is experiencing significant growth and is seeking talented advisers to join its expanding team. This is an excellent opportunity for advisers who enjoy developing client relationships, generating new business and providing high-quality holistic financial advice.
The Role
- Manage and develop client relationships
- Deliver holistic financial planning advice
- Generate and attract new business opportunities
- Build and grow your own client portfolio
- Work alongside dedicated paraplanning and administration support
- Contribute to the continued growth of a dynamic business
About You
- Diploma Level 4 qualified as a minimum
- Experienced Financial Adviser
- Strong relationship-building and communication skills
- Commercially minded with business development experience
- Existing client bank advantageous but not essential
- Proven ability to win and retain clients
What’s on Offer
- Basic salary up to £100,000 depending on experience
- Competitive bonus structure linked to revenue generation
- Potential equity opportunity for high-performing advisers
- Full paraplanning and administration support
- Flexible working arrangements
- Long-term career progression within a growing business
- Opportunity to play a key role in the future success of the firm
If you’re an ambitious adviser looking for a platform where you can genuinely make an impact, we’d love to hear from you.
Financial Advisor in Bath employer: Eden Rose
Join a forward-thinking wealth management firm in Bath that prioritises employee growth and offers a competitive salary of up to £100,000, alongside a lucrative bonus structure and equity opportunities. With a supportive work culture that values relationship-building and client success, you will have the chance to thrive in a dynamic environment while enjoying flexible working arrangements and dedicated paraplanning support.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
