Eden Rose
Financial Adviser
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90984
Location
WIGSTON
Salary
£60,000 - £70,000 Per Annum
Employment Type
Permanent
Location: WIGSTON, Leicestershire Type: Permanent Job #90984 Salary: £60,000 - £70,000 Per Annum
Financial Adviser, Leicester
Up to £65,000 + uncapped bonus + benefits + Holiday + DIS + Pension
Are you an experienced Financial Adviser looking for a firm that genuinely has the infrastructure and technology in place so you can focus on what you do best, speaking to clients?
This is an excellent opportunity to join a growing, privately owned financial planning business with a high-performing adviser team. Due to continued success, they are now looking to expand the advising team for their next business phase.
The business has a strong track record of growth and is actively acquiring client banks, while investing heavily in technology, adviser development and the future of the proposition.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
This would suit a Financial Adviser with a solid foundation who is looking to be recognised and fairly rewarded for the work they do, with strong incentives to maximise their earning potential.
The Role
- Manage and develop long-term client relationships through high-quality financial planning and advice.
- Typical week: 6 – 7 client review meetings alongside 3–5 new business / fact-find meetings per week.
- Identify opportunities to develop existing relationships and introduce new areas of advice.
- Deliver tailored advice across pensions, investments, retirement and broader wealth planning.
- Work closely with the firm’s support team to ensure efficient and compliant delivery of advice.
- Make full use of the firm’s technology, including AI and cash-flow modelling tools.
- Build a strong personal profile and contribute to the continued growth of the business.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The Person
- Experienced Financial Adviser with ideally 3+ years’ experience.
- Senior Adviser experience would be particularly attractive.
- Level 4 Diploma in Regulated Financial Planning; Chartered status or progress towards this would be advantageous.
- Commercially minded with a proven ability or genuine appetite to generate new business.
- Strong relationship-building and communication skills.
- Confident conducting both review and new business meetings.
- Client-focused, professional and ambitious.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location