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Financial Adviser

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Eden Rose
Full Time position
Listed on 2026-07-06
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 - 125000 GBP Yearly GBP 40000.00 125000.00 YEAR
Job Description & How to Apply Below

Working pattern
:
Hybrid (2–3 days in the office)

Employment Type: Employed or Self-Employed

A rapidly growing established wealth management firm is looking to appoint ambitious Financial Advisers to support its continued expansion. With over 30 advisers already in place and significant growth plans over the next 12–18 months, this is an excellent opportunity to join a business investing heavily in its future.

The firm is seeking advisers who are committed to building a long‑term career and can bring an element of an existing client bank. They are looking for professionals who value client relationships and business development.

The Role
  • Provide holistic financial planning advice to new and existing clients.
  • Develop and grow your client portfolio while delivering exceptional service.
  • Build long‑term client relationships and identify new business opportunities.
  • Work closely with compliance and paraplanning support to deliver high‑quality advice.
  • Maintain FCA compliance and keep up to date with industry and regulatory changes.
Candidate Requirements
  • Level 4 Diploma qualified as a minimum.
  • CII qualifications are preferred but not essential.
  • Previous experience as a Financial Adviser.
  • Ability to bring an element of an existing client bank.
  • Strong relationship‑building and business development skills.
  • Looking for a long‑term opportunity within a growing business.
What's on Offer
  • Salary ranging from £40,000 to £125,000
    , depending on experience and client profile.
  • Hybrid working with an expectation of 2–3 days in the office
    .
  • Individual paraplanning support depending on the size and complexity of your client portfolio.
  • Vitality Private Medical Insurance.
  • Group Life Cover.
  • Company pension.
  • Genuine opportunity to progress within a business with ambitious growth plans.
Interview Process
  • Stage 1: Initial interview with the Proposition & Recruitment Lead.
  • Stage 2: Compliance interview.
  • Final Stage: Informal 30‑minute meeting with senior leadership.

If you're an experienced Financial Adviser looking to join a business with ambitious expansion plans, strong operational support and genuine long‑term career prospects, we'd love to hear from you.

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