At a Glance
- Tasks: Manage high-value client relationships and deliver top-notch financial advice.
- Company: Growing independent financial planning business with a family feel.
- Benefits: Competitive salary, bonuses, pension, and flexible working options.
- Other info: Opportunity to work across the Midlands with a focus on client satisfaction.
- Why this job: Join a dynamic team and play a key role in ambitious growth plans.
- Qualifications: Experienced Financial Adviser with strong relationship-building skills.
The predicted salary is between 49500 - 60500 £ per year.
- Financial Adviser
- Midlands Hybrid - Multiple Locations
£75,000 - £85,000 + 25% New Business Bonus + Net New Money Bonus + Long-Term Incentive + Benefits + 8% Pension
Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?
This is an excellent opportunity to join a well-established wealth management business with approximately £1.3bn AUM, strong backing and the infrastructure of a larger group, whilst retaining a close-knit, family feel and strong focus on client relationships.
The business has ambitious plans to triple in size over the next five years, driven by a combination of organic growth, new client acquisition and selective acquisitions.
As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than simply inherit and service a client book.
The successful candidate will have the opportunity to develop new business, grow existing relationships and contribute directly to the wider growth of the business, with a remuneration package designed to reward commercial performance.
The Role
- Manage and develop long-term relationships with an existing portfolio of high-value clients.
- Deliver high-quality independent financial advice across pensions, investments, retirement and broader wealth planning.
- Develop new business and actively identify opportunities to grow the client base.
- Work with more complex and higher-value planning requirements.
- Build strong relationships with prospective clients and professional connections to generate new opportunities.
- Work closely with Paraplanning and Administration teams to deliver a high-quality client experience.
- Contribute to the continued growth and development of the business as it works towards its ambitious five-year growth strategy.
- Utilise the firm's offices across the Midlands, with flexibility around where and how client meetings are conducted.
- The Person
- Experienced Financial Adviser
- Strong track record of managing and developing client relationships.
- Comfortable advising high-value clients
- Commercially minded with a proven ability, or genuine appetite, to generate new business.
- Confident managing both an existing client bank and developing new relationships.
- Level 4 Diploma qualified as a minimum; Chartered status would be advantageous.
- Strong communication and relationship-building skills.
- Professional, ambitious and motivated by the opportunity to contribute to a growing business
- #J-18808-Ljbffr
Senior Independent Financial Adviser 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Independent Financial Adviser
✨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 Senior Independent Financial Adviser
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.
