Eden Rose
Remote Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref 91197
Location: Wirral, Cheshire
Type: Permanent
Salary: £80,000 - £100,000 Per Annum
Senior Financial Advisor
South East England | Home-Based | £80,000 – £100,000+ DOE
Flexible Working | Strong Lead Flow | Exceptional Benefits
Are you an experienced Financial Adviser looking for the flexibility to work from home, the support of a quality wealth management firm, and the opportunity to continue growing your client bank?
We’re working with a highly respected wealth management business seeking an established adviser to join their growing team.
This opportunity would suit an adviser who already has a transferable client bank and is looking for a firm that can provide the infrastructure, support and lead generation needed to take their business to the next level.
What’s on Offer?
- Home-based role
- £80,000 – £100,000+ salary dependent on experience and client bank
- Outstanding benefits package
- Highly competitive pension contribution
- Strong internal lead generation and introducer network
- Existing clients available to develop
- Administrative and paraplanning support
- Opportunity to work autonomously while benefiting from a collaborative team environment
- Excellent staff retention and long-serving workforce
Reasons to use Rodeo
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.
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.
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.
The Role
As a Senior Financial Adviser, you’ll provide holistic financial planning advice across:
- Investments
- Pensions
- Retirement Planning
- Estate Planning
- Protection
- Wealth Management
The role will primarily focus on clients across the South of England, although you will have the flexibility to manage relationships nationwide.
You’ll be responsible for developing your existing client relationships whilst also converting high quality opportunities generated through the firm’s established lead sources.
About You
- Level 4 Diploma qualified (minimum)
- Proven track record as a Financial Adviser
- Able to bring a transferable client bank
- Strong business development and relationship management skills
- Comfortable working remotely and managing your own diary
- Based within the South East or able to cover clients across the South
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Consider This Opportunity?
This is an opportunity to join a stable, well established business with a reputation for looking after both its clients and employees. The firm offers genuine flexibility, strong support structures and a platform for advisers to continue growing their recurring income without having to build everything from scratch.
If you’re an experienced Financial Adviser with a transferable client bank and are looking for a flexible, home based role with significant growth potential, we’d love to hear from you.
Apply now for a confidential discussion.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location