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For Companies At a Glance
- Tasks: Provide independent financial advice and build long-term client relationships.
- Company: Join a respected financial planning firm with a focus on client-centric service.
- Benefits: Enjoy a competitive salary, performance bonuses, and flexible hybrid working options.
- Why this job: This role offers a supportive culture without sales pressure, prioritising client outcomes.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and client-facing experience.
- Other info: Work with an established client bank and a dedicated support team.
The predicted salary is between 42000 - 84000 £ per year.
The Role
- Advising clients who have received damages awards following personal injury or clinical negligence cases
- Working alongside solicitors, deputies, trustees, and other legal professionals
- Delivering holistic financial planning including investment advice, cashflow planning, trust structures, and long-term care considerations
- Managing complex and sensitive client relationships with professionalism and empathy
- Supporting clients and their families with long-term financial security and planning
Candidate Profile
- Strong understanding of trusts, damages awards, and vulnerable client advice
- Comfortable working in a legal-led, highly regulated environment
- Excellent communication skills with the ability to build trusted professional relationships
- London-based or willing to work regularly in London
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Financial Adviser employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice, which is crucial for a Financial Adviser.
✨Tip Number 3
Prepare to discuss your approach to client relationships during interviews. Highlight your ability to build trust and tailor financial plans to individual needs, as this aligns perfectly with the firm's client-focused philosophy.
✨Tip Number 4
Consider obtaining or working towards Chartered status. While it's not essential, it shows your dedication to professional development and can set you apart from other candidates in the competitive financial advisory landscape.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience in client-facing financial advice roles. Emphasise your knowledge of pensions, investments, and holistic planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering client-focused advice. Mention how your approach aligns with the company's non-salesy culture and your commitment to building long-term relationships.
Highlight Relevant Skills: In your application, clearly outline your ability to communicate effectively and build rapport with clients from diverse backgrounds. Provide examples of how you've maintained high standards of professionalism and compliance in your previous roles.
Showcase Continuous Learning: Mention any ongoing professional development or qualifications you are pursuing, such as working towards Chartered status. This demonstrates your commitment to staying updated with regulatory and market developments.
How to prepare for a job interview at Eden Rose
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as pensions and investments. Be prepared to discuss how these products can meet various client needs and goals.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships and understand client needs. Prepare examples of how you've successfully tailored advice in the past, focusing on long-term outcomes rather than sales.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulatory changes and market developments in the financial sector. Being knowledgeable will demonstrate your commitment to compliance and professionalism.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to provide advice based on hypothetical client situations. Practising these scenarios can help you articulate your thought process and decision-making skills effectively.
