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For Companies At a Glance
- Tasks: Manage and grow relationships with high-net-worth clients, delivering tailored financial advice.
- Company: Established financial planning firm focused on client success and growth.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Take ownership of a client bank and contribute to the firm's strategic growth.
- Qualifications: Chartered Financial Planner status and strong interpersonal skills required.
- Other info: Join a dynamic team dedicated to providing first-class service.
The predicted salary is between 48000 - 72000 £ per year.
Overview
IFA existing clients – £60,000 – £65,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development. Based in Southport/Warrington, you’ll play a key role in supporting existing clients with exceptional financial planning services. You’ll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
Responsibilities
- Manage and develop an existing client portfolio
- Provide holistic financial advice across investments, pensions, and tax planning
- Service a mixed client base including private clients and some HNW individuals
- Collaborate closely with in-house paraplanning and administrative support
Benefits
- £60,000 – £70,000
- Existing Client Bank
- Bonus (£80,000 OTE)
- Pension contribution
- DIS
To Be Considered For This IFA Position
- Level 4 Diploma qualified – CISI/ CII/ LIBF
- Proven adviser experience within an advisory or wealth management environment
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks
- Strong analytical, organisational, and written communication skills
Apply today to be considered for this Financial Adviser opportunity. If this vacancy isn’t the perfect fit, please still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
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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 like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet with potential employers, be ready to discuss your experience with cash flow modelling and client management. Bring examples of how you've successfully developed client relationships and delivered tailored financial advice.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their values, client base, and strategic goals. This will help you tailor your responses and show that you're genuinely interested in contributing to their growth.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application and stand out from the crowd. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Chartered Financial Planner role. Highlight your Chartered status and any relevant client management experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and emotional intelligence, and explain why you’re passionate about financial planning and how you can contribute to our firm's growth.
Showcase Your Technical Skills: Since cash flow modelling is key in this role, don’t forget to mention your proficiency in relevant software. We want to see how you can leverage technology to enhance client relationships and financial strategies.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial metrics and cash flow modelling. Brush up on your knowledge of financial planning software and be ready to discuss how you've used it in past roles. This will show your technical proficiency and readiness for the responsibilities of the position.
✨Showcase Your Client Relationships
Prepare examples of how you've successfully managed and developed client relationships in the past. Highlight specific instances where your tailored advice led to positive outcomes for clients. This will demonstrate your interpersonal skills and ability to build trust with high-net-worth individuals.
✨Be a Team Player
Since this role involves mentoring and collaborating with others, be prepared to discuss your experience working in teams. Share examples of how you've supported colleagues or contributed to team initiatives. This will illustrate your collaborative spirit and fit within their supportive environment.
✨Align with Their Vision
Research the firm’s strategic direction and values before the interview. Be ready to discuss how your goals align with theirs and how you can contribute to their growth. This shows that you're not just looking for a job, but are genuinely interested in being part of their journey.
