Financial Adviser,Grantham
£50,000 - £65,000 + Benefits + Established Client Bank + Career Progression
Are you a Financial Adviser looking to join a growing financial planning business with an established client bank and exciting long term growth plans?
This is an excellent opportunity to join a well established financial planning firm that has grown significantly through strategic acquisitions and continues to expand its assets under management, after being prioritised as a firm to invest heavily into.
Following a change within the existing advisory team, the business is looking to appoint a Financial Adviser to potentially take over an established portfolio of clients, providing an immediate foundation from which to build strong relationships and deliver high-quality financial advice.
With further acquisitions in progress, investment in technology and a strong support structure, this is an opportunity to join a business that offers stability, autonomy and the potential for long-term career progression.
The Role:
- Manage and develop an established client bank, delivering ongoing financialadvice.
- Conduct client reviews and identify opportunities to grow existing relationships.
- Deliver holistic financial planning tailored to clients' needs.
- Work closely with power planners and administrators to provide an excellent client experience.
- Maintain high standards of compliance and contribute to the firm's continued growth.
The Person:
- Independent Financial Adviser with diploma qualification
- Experience managing a client bank and delivering ongoing financial advice.
- Strong technical knowledge and excellent client relationship skills.
- A proactive, client-focused approach with good organisational skills.
- A collaborative attitude and a strong fit with the existing team.
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Financial Adviser in Grantham employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
