Accounting & Finance

Financial Advisor

Eden Rose

Leeds · England · United Kingdom

Are you an ambitious Financial Advisor looking for more than just another advisory role?


Join a growing wealth management firm where you'll inherit an established client bank of around 100 clients, receive full paraplanning and administrative support, and focus on delivering high quality financial advice.


The Opportunity


You'll provide holistic advice across:



  • Retirement Planning

  • Pensions & Investments

  • Inheritance Tax Planning

  • Protection

  • Ongoing Client Reviews


Working with clients holding assets from £450,000 to £1m+, you'll be supported by an experienced team of Paraplanners and Administrators, allowing you to spend more time with clients and less time on paperwork.


What's on Offer?



  • Existing client bank from day one

  • Uncapped bonus and earning potential
  • Full paraplanning and administration support

  • Hybrid and flexible working

  • High quality referrals and lead generation

  • Opportunity to work with HNW clients

  • Clear progression opportunities

  • Support towards Chartered status

  • Competitive salary and benefits package


About You



  • Experience providing regulated financial advice

  • Strong knowledge of pensions and investments

  • Looking to grow within an ambitious and supportive firm


This is more than just an Advisor role. It's an opportunity to inherit an established client bank, work with high quality clients, and build a long term career within a growing wealth management business.

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Reference: WJ-5107_14647483

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