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- Tasks: Manage and develop an existing client portfolio while providing holistic financial advice.
- Company: A wealth management firm focused on personalised financial planning.
- Benefits: Competitive salary, bonus potential, pension contribution, and a supportive work environment.
- Why this job: Make a real difference in clients' lives with tailored financial strategies.
- Qualifications: Level 4 Diploma qualified with proven adviser experience in wealth management.
- Other info: Collaborative team with opportunities for professional growth.
The predicted salary is between 60000 - 70000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development. Based in Southport/Warrington, you'll play a key role in supporting existing clients with exceptional financial planning services. You'll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
Responsibilities- Manage and develop an existing client portfolio
- Provide holistic financial advice across investments, pensions, and tax planning
- Service a mixed client base including private clients and some HNW individuals
- Collaborate closely with in-house paraplanning and administrative support
- £60,000 – £70,000
- Existing Client Bank
- Bonus (£80,000 OTE)
- Pension contribution
- Level 4 Diploma qualified – CISI/ CII/ LIBF
- Proven adviser experience within an advisory or wealth management environment
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks
- Strong analytical, organisational, and written communication skills
Apply today to be considered for this Financial Adviser opportunity. If this vacancy isn't the perfect fit, please still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Financial Adviser in Southport employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Southport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you’re interested in.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they align with your approach to financial advising. Practise common interview questions and think about how you can showcase your experience with existing client portfolios.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss specific cases where you've provided holistic financial advice. Highlight your understanding of investments, pensions, and tax planning to demonstrate your value as a Financial Adviser.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re here to help you every step of the way, so don’t hesitate to reach out if you need any support.
We think you need these skills to ace Financial Adviser in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma, and any relevant experience in wealth management or advisory roles.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning. Share specific examples of how you've helped clients achieve their goals, and show us your understanding of the importance of tailored advice.
Showcase Your Communication Skills: Since this role requires strong written communication skills, ensure your application is clear and concise. Avoid jargon and make it easy for us to see how you can effectively communicate complex financial concepts to clients.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being considered. It helps us keep track of applications and ensures you’re in the loop with any updates regarding your application.
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and regulations. Brush up on key concepts related to investments, pensions, and tax planning. Be ready to discuss how these elements can be tailored to meet clients' specific goals.
✨Showcase Your Client-Centric Approach
This role is all about servicing existing clients, so highlight your experience in building relationships and providing personalised advice. Prepare examples of how you've successfully managed client portfolios and adapted strategies based on their unique circumstances.
✨Communicate Clearly
Strong written and verbal communication skills are essential. Practice explaining complex financial concepts in simple terms. During the interview, focus on clarity and ensure you convey your ideas effectively, as this will reflect your ability to communicate with clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career goals.
