Eden Rose
Financial Advisor

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Job Ref: 91194
Location:
BARNSLEY, North Yorkshire
Salary:
£50,000 - £65,000 Per Annum
Employment Type:
Permanent
Job #91194
Senior Financial Advisor
Location: South Yorkshire
Salary: Flexible and tailored to your existing client bank and recurring income
Flexible Working | Hybrid Options | Lead Generation Support
Are you an experienced Financial Adviser looking for a role that offers genuine flexibility, the freedom to manage your clients your way, and the support to continue growing your business?
We’re working with a well-regarded wealth management firm that is looking to attract ambitious advisers who can bring an existing client bank and are seeking a long-term home where they can continue to develop their client relationships and assets under management.
This is an excellent opportunity to join a supportive and growing business that values adviser autonomy, provides ongoing lead generation support, and offers a highly flexible approach to working.
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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.
See breakdownIt 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.
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.
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?
- Flexible salary package based on your client bank and experience
- Hybrid and remote working flexibility
- Internal lead generation support
- Opportunity to grow and develop your client bank
- Strong administrative and operational support
- Modern, client-focused wealth management business
- Long-term career progression within a growing firm
The Role
You’ll provide holistic financial planning advice to private clients across:
- Investments
- Pensions
- Retirement Planning
- Protection
- Wealth Preservation
- Estate Planning
You’ll manage and develop your own client relationships while helping to grow the firm’s presence and assets under management.
Alongside any clients you bring with you, the business can provide additional opportunities through its lead generation function, giving advisers a strong platform for future growth.
About You
We’re keen to speak with advisers who:
- Hold the Level 4 Diploma in Financial Planning as a minimum
- Have experience providing regulated financial advice
- Can bring a transferable client bank or recurring income stream
- Take a client-first approach to financial planning
- Want flexibility and autonomy in how they work
- Are looking for a supportive and long-term home for their clients and career


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Why Join?
This role would suit an adviser who enjoys building long-term client relationships and wants the freedom to focus on delivering quality advice without the constraints often associated with larger corporate environments.
Whether you prefer working from home, spending time in the office, or being out meeting clients, you’ll have the flexibility to structure your working week in a way that suits both you and your clients.
If you’re an established Financial Adviser with a transferable client bank and would like to explore a flexible opportunity with strong support, growth potential, and the ability to build something meaningful, we’d love to hear from you.
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