Eden Rose
Financial Adviser
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Job Ref: 91029
Location: NOTTINGHAM
Salary: £55,000 - £60,000 Per Annum
Employment Type: Permanent
Independent Financial Adviser
Nottingham – Hybrid
£50,000 – £60,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme)
Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation where you can build a long-term career within an established Wealth Management offering?
This is an excellent opportunity to join a firm with a strong reputation and play an important role within its growing Wealth Management and investment offering. With an established presence in Nottingham, the firm is looking for an experienced Financial Adviser to join the team and provide high-quality, holistic financial advice to a growing client base.
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You will advise clients across a broad range of financial planning areas, including pensions, investments, inheritance tax planning and cashflow modelling. You’ll have the support of an established organisation, while still having the autonomy to develop strong client relationships and grow your portfolio over time.
The Role
- Hybrid working with flexibility around client requirements
- Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
- Managing and developing strong, long-term client relationships
- Advising an established client base and supporting continued growth in Nottingham
- Working alongside an established Wealth Management team
- Developing new client relationships through organic referrals and business opportunities
- Opportunity to bring an existing client bank/book of business across
- Access to the wider firm’s established professional network and referral opportunities
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The Person
- CAS Certified Independent Financial Adviser
- Previous experience working as an IFA
- Strong technical knowledge across holistic financial planning
- Confident managing client relationships independently
- High standards of customer service and professionalism
- Commercially minded with an interest in developing and growing a client portfolio
- Looking for a long-term opportunity within an established and growing organisation
- Comfortable working collaboratively while taking ownership of your own client relationships
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