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For Companies At a Glance
- Tasks: Serve existing clients and onboard new ones while providing comprehensive financial advice.
- Company: Join a respected financial planning firm known for quality advice and strong client relationships.
- Benefits: Enjoy a competitive salary, performance bonuses, and a supportive work environment.
- Why this job: This role offers stability, collaboration, and the chance to inherit an established client bank.
- Qualifications: Must have Level 4 Diploma; Chartered status preferred with experience in client advising.
- Other info: Office-based role with opportunities for in-person client meetings.
The predicted salary is between 47500 - 72500 £ per year.
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1 day ago Be among the first 25 applicants
Join to apply for the Employed Financial Advisor role at Eden Rose
Location: Chesterfield
Salary: £55000 – £65000 + bonus and great benefits
We are recruiting on behalf of a long-established, accountancy-based financial planning firm that is part of a respected national group. The firm is known for high-quality advice, long-standing client relationships, and excellent staff retention.
Due to planned retirements and increased client demand, an opportunity has arisen for a Financial Adviser to join the team. The successful candidate will inherit a client bank and receive full administrative and paraplanning support.
The Role
- Employed, client-facing adviser position
- Focused on ongoing servicing of existing clients with some new client onboarding
- Clients are primarily private individuals with well-established relationships
- Office-based, with in-person client meetings encouraged
- Opportunity to provide full-scope financial advice including investments, pensions, tax, and estate planning
What’s On Offer
- Competitive salary with structured KPI and performance bonuses
- Inheritance of an existing client bank due to upcoming adviser retirements
- Strong support structure with experienced administration and paraplanning teams
- Established internal systems and processes, including modern client management tools
- Long-term, stable career opportunity in a collaborative and supportive environment
Candidate Profile
- Level 4 Diploma qualified (minimum); Chartered status preferred
- Experience advising individual clients across a range of planning areas
- Strong interpersonal and relationship management skills
- Professional, ethical, and team-oriented approach
This is a rare opportunity to join a professional, stable firm with an excellent reputation and supportive infrastructure.
For a confidential discussion, please get in touch.
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
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Job function
Finance and Sales
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Industries
Staffing and Recruiting
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Employed Financial Advisor employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who work in Chesterfield or nearby areas. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the firm.
✨Tip Number 2
Research Eden Rose thoroughly to understand their values, client base, and the services they offer. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with client relationship management and how you've successfully advised clients in the past. Highlight specific examples that showcase your interpersonal skills and ability to build long-term relationships.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning, particularly in investments, pensions, and tax. Being well-informed will not only boost your confidence but also impress the interviewers with your commitment to staying updated in the field.
We think you need these skills to ace Employed Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Employed Financial Advisor. Familiarise yourself with the specific skills and qualifications required, such as the Level 4 Diploma and experience in advising individual clients.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your interpersonal skills, ethical approach, and any previous client-facing roles to demonstrate your suitability for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how your background aligns with their focus on high-quality advice and long-standing client relationships.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial in the financial advisory field.
How to prepare for a job interview at Eden Rose
✨Know Your Client Base
Familiarise yourself with the types of clients you will be working with. Since this role involves servicing existing clients, understanding their needs and preferences will help you build rapport and trust during the interview.
✨Demonstrate Your Qualifications
Be prepared to discuss your Level 4 Diploma and any additional qualifications, such as Chartered status. Highlight your experience in advising individual clients across various financial planning areas to showcase your expertise.
✨Showcase Interpersonal Skills
Since strong interpersonal and relationship management skills are crucial for this role, think of examples from your past experiences where you've successfully built and maintained client relationships. This will demonstrate your suitability for a client-facing position.
✨Understand the Firm's Values
Research Eden Rose and understand their commitment to high-quality advice and ethical practices. Be ready to discuss how your professional values align with theirs, as this will show that you're a good cultural fit for the firm.