Financial Adviser
Dorking
Salary – £60,000
Employment Type: Permanent
Location: Dorking, Surrey
Job Ref: 90780
Salary: £35,000 - £60,000 per annum
Are you passionate about helping individuals achieve their financial goals? Do you possess strong analytical skills and a knack for problem‑solving? We’re working with a wealth management firm based in Dorking who are seeking a dynamic individual to join their team as a Financial Adviser.
You will have full back‑office support from Paraplanners and IFA Administrators.
Responsibilities
- Provide personalised financial advice and recommendations to clients based on their unique financial situations and goals.
- Conduct thorough financial assessments to understand clients’ needs and objectives.
- Develop comprehensive financial plans outlining strategies for investments, retirement, estate planning, and more.
- Stay up to date on market trends, investment products, and regulatory changes to provide informed advice to clients.
- Build and maintain strong client relationships through effective communication and trust.
Requirements
- Level 4 Diploma in Regulated Financial Planning.
- Proven experience in financial advising, wealth management, or related fields.
- Excellent interpersonal and communication skills.
- Strong analytical abilities and attention to detail.
- Ability to work independently and as part of a team.
You will have excellent opportunities to learn and progress and will benefit from a meritocratic and fun working environment.
Financial Adviser in Dorking employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
