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Date Added: Tue 21/10/2025

Financial Adviser

Birmingham, UK
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Company: EDEN ROSE

Job Type: Permanent, FullTime

Salary: £50,000 - £70,000 per annum

A highly respected wealth management firm in the heart of Birmingham is seeking an experienced Financial Adviser to join its growing team. This is an opportunity to work with a well-established client base of professionals and business owners, supported by a strong paraplanning and administration structure.

You’ll be joining a forward-thinking practice that places quality advice above quantity, with a modern, client-centric approach and the freedom to build genuine, long-term relationships.

Key responsibilities:

  • Provide holistic financial advice across pensions, investments, protection, and estate planning
  • Manage and grow an existing portfolio of loyal clients
  • Conduct detailed reviews and create personalised financial plans
  • Work collaboratively with the paraplanning and admin teams to deliver exceptional client outcomes

Requirements:

  • Level 4 Diploma qualified (Chartered or working toward an advantage)
  • Demonstrable experience within an IFA or wealth management environment
  • Client-first mindset and professional communication style

A superb opportunity to progress within a stable, well-regarded firm that encourages development and offers a clear route to Chartered status.

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