At a Glance
- Tasks: Provide independent financial advice and build trusted client relationships.
- Company: Respected financial planning firm with a supportive team culture.
- Benefits: Competitive salary, performance bonuses, flexible working, and professional development support.
- Other info: Enjoy a collaborative atmosphere with quality leads and excellent career growth opportunities.
- Why this job: Join a non-salesy environment focused on long-term client success and holistic advice.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience required.
The predicted salary is between 60000 - 70000 £ per year.
We are working with a highly respected financial planning firm that is looking to appoint a Financial Adviser to join their growing team. This is an excellent opportunity for a Diploma-qualified adviser who is passionate about delivering truly client-focused advice — without the pressure of sales targets or cold prospecting. You will work with an established client bank and have the support of an experienced paraplanning and administration team, allowing you to focus on what matters most: building long-term relationships and providing holistic financial advice.
Key Responsibilities
- Provide independent financial advice across pensions, investments, protection, IHT planning, and retirement planning
- Build trusted relationships with new and existing clients, understanding their needs and financial goals
- Create and present tailored financial plans and recommendations
- Conduct regular reviews and adapt plans in line with changing client circumstances
- Work closely with paraplanners and administrators to ensure efficient and compliant advice delivery
- Keep up to date with regulatory and market developments
Skills & Experience Required
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
- Proven experience in a client-facing financial advice role
- Strong knowledge of pensions, investments, and holistic planning
- Ability to communicate clearly and build rapport with clients from a variety of backgrounds
- High standards of professionalism, integrity, and compliance awareness
- Chartered or working toward Chartered status is desirable but not essential
What’s on Offer
- Competitive basic salary
- Performance-based bonus
- Support with ongoing professional development and qualifications
- Flexible/hybrid working options
- Quality leads or existing client bank (depending on the firm)
- A collaborative, non-salesy culture that prioritises long-term client outcomes
Financial Adviser in Chorley employer: Eden Rose
Join a highly respected financial planning firm that values client-focused advice and fosters a collaborative work culture. With competitive salaries, performance-based bonuses, and flexible hybrid working options, this role offers excellent opportunities for professional development while allowing you to build meaningful relationships with clients. Experience the unique advantage of working with an established client bank and a supportive team dedicated to your success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Chorley
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider job opportunities.
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can clearly articulate your experience and how it aligns with the role. Focus on your client-centric approach and how you’ve successfully built long-term relationships in the past.
✨Tip Number 3
Research the company! Before any interview, dive deep into the firm’s values, culture, and recent news. This will not only help you tailor your answers but also show your genuine interest in joining their team.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Financial Adviser in Chorley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant client-facing roles to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about providing client-focused advice. Share specific examples of how you've built relationships and delivered tailored financial plans in the past.
Showcase Your Knowledge:Demonstrate your understanding of pensions, investments, and holistic planning in your application. We want to see that you’re up-to-date with regulatory changes and market developments, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and holistic financial planning. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Build Rapport
Since the role focuses on building long-term relationships, practice your communication skills. Think about how you can connect with clients from different backgrounds and prepare examples of how you've done this before.
✨Tailor Your Approach
Prepare to discuss how you would create tailored financial plans for clients. Bring examples of past plans you've developed and be ready to explain your thought process behind them. This will demonstrate your client-focused approach.
✨Stay Updated
Keep yourself informed about the latest regulatory changes and market developments. Being able to discuss current trends will show that you're proactive and committed to providing the best advice possible.
