Eden Rose
Financial Advisor
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The Opportunity
We’re working with an established financial planning business that is looking for a Financial Adviser to join their team and focus on servicing an existing client bank.
This is a great opportunity for an adviser who enjoys building long-term client relationships and providing ongoing financial planning advice, without the pressure of generating new business.
The Role
You’ll be responsible for:
- Managing and developing relationships with an established client bank
- Providing ongoing financial advice and financial planning support
- Conducting regular client meetings and reviews
- Understanding clients’ changing circumstances and financial objectives
- Preparing recommendations and ensuring advice is delivered to a high standard
- Working closely with paraplanning and administration teams
- Maintaining accurate and compliant client records
- Building strong, long-term relationships with clients
- Keeping up to date with technical, regulatory, and industry developments
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About You
We’re looking for someone who:
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- Holds Level 4 Diploma in Regulated Financial Planning
- Has experience working as a Financial Adviser or Financial Planner
- Enjoys client servicing and relationship management
- Is confident conducting client meetings
- Has strong communication and interpersonal skills
- Takes a client-focused approach to advice
- Is technically strong and committed to maintaining high professional standards
- Would prefer a role focused on existing clients rather than new business generation
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