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Financial advisor

Chesterfield
Eden Rose
Financial advisor
Posted: 7 August
Offer description

1 week ago Be among the first 25 applicants

This range is provided by Eden Rose. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


Base pay range

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Salary: £55000 - £65000 + bonus and great benefits

We are recruiting on behalf of a long-established, accountancy-based financial planning firm that is part of a respected national group. The firm is known for high-quality advice, long-standing client relationships, and excellent staff retention.

Due to succession planning and increased client demand, an opportunity has arisen for a Financial Adviser to join the team. The successful candidate will inherit a client bank and receive full administrative and paraplanning support.

The Role

* Focused on ongoing servicing of existing clients with some new client onboarding
* Clients are primarily private individuals with well-established relationships
* Office-based, with in-person client meetings encouraged
* Opportunity to provide full-scope financial advice including investments, pensions, tax, and estate planning

What’s on Offer

* Competitive salary with structured KPI and performance bonuses
* Inheritance of an existing client bank due to upcoming adviser retirements
* Strong support structure with experienced administration and paraplanning teams
* Established internal systems and processes, including modern client management tools
* Long-term, stable career opportunity in a collaborative and supportive environment

Candidate Profile

* Experience advising individual clients across a range of planning areas
* Strong interpersonal and relationship management skills
* Professional, ethical, and team-oriented approach

This is a rare opportunity to join a professional, stable firm with an excellent reputation and supportive infrastructure.

For a confidential discussion, please get in touch.


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance

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