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Eden Rose

Financial Advisor

Leeds
Posted about 21 hours ago
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Uncapped Earning Potential | Inherited Clients | Hybrid Working | Career Progression

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
  • Estate 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.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

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

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  • Level 4 Diploma qualified
  • Experience providing regulated financial advice
  • Strong knowledge of pensions and investments
  • Passionate about delivering excellent client outcomes
  • 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.

If this sounds like something you'd be interested in hearing more about, apply now or get in touch for a confidential conversation.

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Location

Leeds, England, United Kingdom

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