At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships in a hybrid role.
- Company: Join a growing national financial services firm with a focus on quality advice.
- Benefits: Earn up to £60,000 with opportunities for professional development and career progression.
- Other info: Collaborative team environment with a strong focus on compliance and client outcomes.
- Why this job: Make a real impact by helping clients achieve their financial goals while working flexibly.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 1-3 years advising experience required.
The predicted salary is between 49500 - 60500 £ per year.
Salary
Up to £60,000 depending on experience and qualifications
Working Pattern
Hybrid
The Opportunity
We are working with a growing national financial services firm that is looking to appoint an experienced Financial Adviser to join their Adviser team in Putney.
This is an excellent opportunity for an adviser who enjoys building strong client relationships and delivering high-quality, compliant financial advice, but who is looking for a predominantly hybrid role.
You will work with clients primarily over the phone and Microsoft Teams, providing tailored advice while helping clients achieve their longer-term financial goals.
The Role
As a Financial Adviser, you will
- Provide regulated financial advice across investments, pensions, protection and tax planning.
- Conduct detailed reviews of clients' financial circumstances, needs and objectives.
- Research and recommend suitable solutions in line with the firm's investment proposition.
- Prepare and present clear, personalised financial plans and suitability reports.
- Build and maintain long-term client relationships through regular reviews and proactive communication.
- Identify opportunities to develop existing client relationships and contribute to business growth.
- Ensure all advice and client documentation meets FCA, Consumer Duty and internal compliance standards.
- Maintain accurate client records and complete relevant KYC/AML requirements.
- Identify and appropriately support vulnerable clients.
- Keep up to date with CPD, regulatory requirements and professional development.
- Work closely with Adviser Support and Paraplanning colleagues as part of a collaborative team.
About You
We're looking for an experienced Financial Adviser who has
- Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent).
- 1-3 years Experience in Advising Capacity
- Demonstrable experience providing regulated financial advice.
- Strong technical knowledge across financial products, investments and pensions.
- Excellent communication skills and the ability to explain complex financial matters clearly.
- A strong focus on client outcomes, compliance and delivering excellent service.
- The ability to work independently while contributing positively to a wider team.
A Level 6 / Chartered Financial Planner qualification or specialist accreditations would be advantageous but are not essential.
What's on Offer?
- Up to £60,000 depending on experience and qualifications.
- Opportunity to join a growing national financial services firm.
- Desk-based adviser role with a strong focus on client relationships and quality advice.
- Genuine opportunity for continued professional development and career progression.
- #J-18808-Ljbffr
Junior Independent Financial Advisor employer: Eden Rose
Join a dynamic and growing national financial services firm in Putney, where you will thrive in a hybrid working environment that prioritises client relationships and high-quality advice. With a strong commitment to professional development, this role offers excellent opportunities for career progression while being part of a collaborative team that values compliance and client outcomes. Enjoy a competitive salary and the chance to make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Independent Financial Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Independent Financial Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
