Independent Financial Adviser: Established Client Bank, Hybrid in Doncaster

Independent Financial Adviser: Established Client Bank, Hybrid in Doncaster

Doncaster Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert financial advice and service an established client bank.
  • Company: Eden Rose, a reputable firm in Doncaster with a strong client focus.
  • Benefits: Hybrid working model, strong admin support, and access to high-net-worth clients.
  • Other info: Opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and build lasting relationships with clients while making a real impact.
  • Qualifications: Experience as a financial adviser and strong relationship-building skills.

The predicted salary is between 49500 - 60500 Β£ per year.

Eden Rose in Doncaster is looking for an experienced Independent Financial Adviser to take over an established client bank across South Yorkshire and surrounding areas.

The role centers on ongoing servicing and advice delivery with strong admin and paraplanning support, enabling you to focus on client relationships.

You will inherit a well-established client base, including some high-net-worth households, and work within a hybrid model with roughly one day per week in the office.

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Independent Financial Adviser: Established Client Bank, Hybrid in Doncaster employer: Eden Rose

Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.

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Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Independent Financial Adviser: Established Client Bank, Hybrid in Doncaster

Client Relationship Management
Financial Advisory Skills
Knowledge of Financial Products
High-Net-Worth Client Experience
Communication Skills
Analytical Skills
Problem-Solving Skills