At a Glance
- Tasks: Manage client portfolios and provide expert financial advice with a supportive team.
- Company: Join an award-winning Wealth Management firm focused on diversity and inclusion.
- Benefits: Enjoy a competitive salary, 25 days holiday, and private medical cover.
- Other info: Flexible remote work with occasional office visits near London and great career progression.
- Why this job: Gain industry-leading training and support towards chartered status while making a real impact.
- Qualifications: Experience as a Financial Adviser and a passion for client success.
The predicted salary is between 65000 - 75000 £ per year.
Eden Rose is seeking an experienced Employed Financial Adviser to join their award-winning Wealth Management business. The position offers a competitive salary of £65,000 - £75,000 and requires the candidate to be based near London for occasional office visits.
The role involves managing an existing client bank, with support from a highly experienced team. You'll benefit from industry-leading training, exam support towards chartered status, and a strong focus on diversity and inclusion.
Included perks comprise:
- 25 days holiday
- Pension contributions
- Private medical cover
- Opportunities for progression
Remote Financial Planner | Autonomy & Chartered Path employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth through industry-leading training and exam support towards chartered status. With a competitive salary and generous benefits including 25 days holiday and private medical cover, employees enjoy a fulfilling work-life balance while being part of a dynamic team based near London.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Planner | Autonomy & Chartered Path
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Eden Rose and their approach to wealth management. Be ready to discuss how your experience aligns with their values, especially around diversity and inclusion.
✨Tip Number 3
Showcase your skills! Bring along examples of how you've successfully managed client relationships in the past. Highlight any achievements that demonstrate your ability to thrive in a team environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Remote Financial Planner | Autonomy & Chartered Path
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your financial planning expertise and any relevant qualifications, especially if you’re on the path to chartered status.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our award-winning team. Don’t forget to mention your commitment to diversity and inclusion!
Showcase Your Client Management Skills:Since the role involves managing an existing client bank, be sure to include examples of how you've successfully built and maintained client relationships in your application. We love seeing real-life success stories!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother 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 Planner, you’ll need to demonstrate your expertise in managing finances. Brush up on key financial concepts and be ready to discuss your previous experiences with client portfolios. Show them you can handle numbers like a pro!
✨Showcase Your Client Management Skills
Eden Rose is looking for someone who can manage an existing client bank effectively. Prepare examples of how you've built and maintained client relationships in the past. Highlight your communication skills and how you tailor your advice to meet individual client needs.
✨Emphasise Your Commitment to Professional Development
With a focus on chartered status and training, it’s crucial to show your dedication to continuous learning. Discuss any relevant qualifications you have and express your enthusiasm for furthering your education in the financial sector.
✨Align with Their Values
Diversity and inclusion are important to Eden Rose. Research their company culture and values, and think about how your own values align with theirs. Be prepared to discuss how you can contribute to a diverse workplace and support their inclusive initiatives.
