Wealth Planner – Holistic Financial Advice & Premium Referrals in Lincoln

Wealth Planner – Holistic Financial Advice & Premium Referrals in Lincoln

Lincoln Full-Time No working from home possible
Eden Rose

Eden Rose in Lincoln is seeking an experienced Financial Adviser to join its Wealth Management team, delivering holistic financial planning across investments, pensions and inheritance tax planning for a growing client base.

The role covers Grantham and Newark offices with travel as needed, managing your own client portfolio and developing referrals while ensuring FCA compliance and high standards of client care.

#J-18808-Ljbffr

Wealth Planner – Holistic Financial Advice & Premium Referrals in Lincoln employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team