Employed Advisor

Employed Advisor – Financial Adviser (Eden Rose)

Financial Adviser Opportunity – Established Client Bank – West Yorkshire

Are you ready to take the next step in your financial planning career? Join a well‑established firm where you’ll inherit an active client base from day one. Forget cold prospecting – here, you’ll focus on what you do best: delivering exceptional advice and building long‑term relationships.

As a Financial Adviser, You’ll:

• Provide expert advice on investments, pensions, tax planning, and protection
• Work with an engaged client base ready for ongoing support
• Deliver advice by phone and in person
• Meet clients both in the office and at their premises
• Build trusted, long‑term relationships

• Review client finances and objectives
• Complete risk profiling and create tailored financial plans
• Research whole‑of‑market solutions
• Recommend suitable products and update advice as needs evolve
• Produce clear, compliant client reports
• Meet all regulatory and disclosure standards

• Dedicated in‑house administration support
• Access to paraplanning expertise
• Strong provider relationships
• Ongoing business flow to keep you focused on advice, not chasing leads

• Diploma in Financial Planning (minimum)
• Chartered status preferred
• Strong communication skills and attention to detail
• Confidence working independently
• A commercial mindset with client‑first focus

• Competitive basic salary
• Realistic bonus structure
• Benefits tailored to your experience

• Established clients from day one
• Strong operational support so you can focus on advice
• Clear earning potential and career progression
• Long‑term stability in a respected firm

Apply today to discuss this role confidentially and discover how you can thrive in a supportive, client‑focused environment.

Seniority level: Entry level

Employment type: Full‑time

Job function: Other

Industry: Staffing and Recruiting