Eden Rose
Independent Financial Adviser
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Job Ref 90995
Location: Nottingham, Nottinghamshire
Salary: £40,000 - £60,000 Per Annum
Employment Type: Permanent
About The Opportunity
A well-established and growing independent financial planning firm is seeking an experienced Independent Financial Adviser to join its Nottingham-based team.
This is an excellent opportunity for a client-focused adviser who is passionate about delivering high-quality financial planning and building long-term relationships with clients. The successful candidate will work with both new and existing clients, providing holistic financial advice across investment, retirement, protection, and wealth planning solutions.
The business has a strong reputation for client service, professional development, and regulatory excellence, offering advisers the support and infrastructure needed to develop a successful long-term career.
The Role
As An Independent Financial Adviser, You Will
- Provide tailored financial planning and investment advice to private clients.
- Conduct detailed fact-finds to understand clients’ goals, circumstances, and risk profiles.
- Analyse financial information and develop suitable planning strategies.
- Recommend appropriate solutions across investments, pensions, protection, and related financial planning areas.
- Prepare and present financial recommendations and suitability reports.
- Carry out regular client reviews and maintain ongoing relationships.
- Generate new business opportunities through referrals, networking, and professional introducer relationships.
- Maintain detailed and accurate client records.
- Keep up to date with industry developments, legislation, and market trends.
- Ensure all advice and client interactions meet FCA and Consumer Duty requirements.
- Contribute positively to team performance and support the wider business where required.
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About You
We are keen to hear from advisers who demonstrate:
- A strong commitment to delivering excellent client outcomes.
- Outstanding relationship-building and communication skills.
- The ability to explain complex financial concepts in a clear and understandable manner.
- A professional, ethical, and client-centric approach.
- Strong organisational skills and attention to detail.
- The ability to work independently while also contributing to a collaborative team environment.
Requirements
Essential
- Level 4 Diploma qualified (or equivalent financial services qualification).
- Current Statement of Professional Standing (SPS).
- Good understanding of FCA regulations and Consumer Duty requirements.
- Experience providing regulated financial advice.
- Strong report-writing and client presentation skills.
- Full UK driving licence.
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Desirable
- Strong track record of business development and relationship management.
- Experience advising high-net-worth and affluent clients.
- Knowledge of the Senior Managers & Certification Regime (SMCR).
- Previous experience within an independent financial planning environment.
What’s on Offer?
- Competitive salary and bonus structure.
- Established client opportunities.
- Administrative and paraplanning support.
- Professional development and ongoing training.
- Supportive and collaborative working environment.
- Long-term career progression opportunities.
- Modern office environment in Nottingham.
Apply Now
If you are an ambitious and client-focused Financial Adviser looking to join a growing and professional organisation where you can make a genuine impact, we’d love to hear from you.
All enquiries and applications will be handled in the strictest confidence.
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