At a Glance
- Tasks: Deliver holistic financial planning and build long-term client relationships.
- Company: Established wealth management firm with a collaborative and client-focused culture.
- Benefits: Competitive salary, bonus structure, hybrid working, and support for career progression.
- Other info: Flexible working arrangements and strong internal support for career growth.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma qualified with experience in financial advising.
The predicted salary is between 45000 - 55000 £ per year.
An established and growing wealth management firm is looking to appoint a Financial Adviser to join its collaborative and client-focused team. This is an excellent opportunity for an adviser looking to join a business that places genuine emphasis on long-term client relationships, quality advice, and internal progression. The business has a strong presence across the South West, with continued growth plans in the Oxfordshire region. The successful candidate will initially integrate into the Wiltshire team whilst helping develop and grow a client bank within Oxfordshire. This position would suit an adviser who enjoys working within a close‑knit environment, values relationship‑led financial planning, and is looking for long-term progression within a supportive business.
The Role
- Deliver holistic financial planning advice to clients.
- Build and maintain long-term client relationships.
- Work closely with planners, advisers, and wider support teams.
- Attend client meetings both remotely and face-to-face.
- Contribute towards business development and growth initiatives.
- Support the continued development of the Oxfordshire client base.
- Operate as part of a collaborative advisory team rather than an isolated individual adviser model.
Working Arrangement
- Initially a predominantly remote position.
- Occasional travel required to the Wiltshire office for team collaboration and meetings.
- Flexibility to attend client meetings across Oxfordshire as required.
- Longer-term opportunity to help establish and grow the Oxfordshire presence.
Candidate Profile
- Level 4 Diploma qualified as a minimum.
- Previous experience within a Financial Adviser position.
- Comfortable managing and developing client relationships.
- Commercially minded with strong interpersonal skills.
- Confident in front of clients and capable of building trust quickly.
- Strong relationship‑building and business development abilities.
- Motivated by progression and long‑term career growth.
- Open to regional travel where required.
What’s on Offer
- Competitive basic salary dependent on experience.
- Bonus structure linked to new business and fee income generation.
- Hybrid and flexible working arrangements.
- Strong internal support structure and collaborative culture.
- Long‑term progression opportunities.
- Support towards Chartered status if desired.
- Established infrastructure and client support functions in place.
Financial Adviser in Corsham employer: Eden Rose
Join a dynamic wealth management firm that prioritises long-term client relationships and offers a collaborative work culture. With a competitive salary, flexible working arrangements, and strong internal support, this role provides excellent opportunities for professional growth and the chance to contribute to the expansion of the Oxfordshire client base. Embrace a meaningful career where your efforts are recognised and rewarded in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Corsham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Adviser role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've built client relationships in the past. This is your time to shine and show them why you're the perfect fit for their team.
✨Be Ready for the Interview
Prepare for those interviews by researching the company and understanding their values. Think about how your experience aligns with their focus on long-term client relationships and collaborative work. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in the process.
We think you need these skills to ace Financial Adviser in Corsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your relationship-building abilities and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our collaborative team. Share specific examples of how you've built long-term client relationships in the past.
Showcase Your Interpersonal Skills:Since this role is all about client relationships, make sure to emphasise your strong interpersonal skills in your application. We want to see how you connect with clients and build trust quickly.
Apply Through Our Website:For the best chance of success, apply directly through our website. This way, we can easily track your application and get back to you faster. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the firm. Be ready to discuss how you can deliver holistic financial planning advice and build long-term client relationships.
✨Showcase Your Interpersonal Skills
Since this role is all about relationship-building, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust quickly and work collaboratively with teams.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and how you would handle various client situations. Think of scenarios where you’ve contributed to business development or growth initiatives and be ready to share those experiences.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth plans in Oxfordshire and how you can contribute to them. This shows your interest in the role and helps you understand if the company culture aligns with your career goals.
