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- Tasks: Manage a loyal client bank and provide exceptional financial advice.
- Company: Join Eden Rose, a respected firm with ambitious growth plans.
- Benefits: Enjoy 1-2 days remote work weekly and a supportive team environment.
- Why this job: Step into a high-quality client portfolio and grow your career in finance.
- Qualifications: Confidence and strong relationship skills are key; CAS status preferred.
- Other info: This role offers genuine progression opportunities within a growing business.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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This range is provided by Eden Rose. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
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A rare opportunity has arisen for an experienced and confident Financial Advisor to take over a large, loyal client bank from a long-standing advisor who is moving on after 10 years.
You’ll be joining a well-respected, growing firm with a supportive team structure – each Advisor has a dedicated Paraplanner and Administrator. The business has ambitious acquisition plans, offering genuine progression opportunities over the coming years.
This role offers the chance to step straight into a high-quality portfolio of clients built up over many years, providing a solid platform to build relationships and deliver exceptional ongoing advice.
What’s on offer:
- Established portfolio of high-value clients ready to service
- 1–2 days working from home each week
- Join a supportive team of 4 Advisors, each with a dedicated Paraplanner and Administrator
- Opportunity to progress within a growing business with ambitious acquisition plans
- Clients primarily serviced under the firm’s Core Service Proposition, with assets largely managed via Parmenion DFM or MPS
What we’re looking for:
- Ideally CAS status and Chartered, but confidence and client rapport are the priority
- Strong servicing skills with a relationship-led approach
- Ability to maintain and grow relationships with high-value clients
- If you’re looking for stability, progression opportunities, and the chance to work with an exceptional client base, this could be the perfect role for you.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Sales
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Financial Advisor employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with current or former employees of Eden Rose to gain insights into the company culture and expectations. This can help you tailor your approach during interviews and demonstrate your genuine interest in the firm.
✨Tip Number 2
Research the firm's Core Service Proposition and the tools they use, like Parmenion DFM or MPS. Being knowledgeable about their services will allow you to speak confidently about how you can contribute to their client relationships.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built and maintained relationships with high-value clients in the past. This will showcase your relationship-led approach and align with what they're looking for in a candidate.
✨Tip Number 4
Highlight your adaptability and willingness to work within a supportive team structure. Emphasising your experience collaborating with Paraplanners and Administrators can set you apart as a team player who fits well into their existing framework.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, focusing on your client relationship skills and any relevant qualifications like CAS status or Chartered status. Use specific examples to demonstrate your success in managing high-value clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your confidence and ability to build rapport with clients. Mention your understanding of the firm's Core Service Proposition and how you can contribute to their ambitious acquisition plans.
Highlight Relevant Experience: In your application, emphasise your previous roles and responsibilities that align with the job description. Discuss your servicing skills and any achievements that demonstrate your capability to maintain and grow client relationships.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Eden Rose
✨Showcase Your Client Relationship Skills
As a Financial Advisor, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client portfolios in the past, focusing on your approach to understanding their needs and delivering tailored advice.
✨Demonstrate Your Industry Knowledge
Stay updated on the latest trends and regulations in finance. During the interview, be ready to discuss how these changes could impact clients and how you would adapt your strategies to ensure their financial success.
✨Highlight Your Teamwork Experience
Since this role involves working closely with a Paraplanner and Administrator, emphasise your experience in collaborative environments. Share specific instances where teamwork led to improved client outcomes or streamlined processes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think about potential scenarios you might face with high-value clients and how you would handle them. This will demonstrate your proactive thinking and client-centric approach.
