Financial Advisor

Company: Eden Rose
Apply for the Financial Advisor
Location: Cannock
Job Description:

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A rare opportunity has arisen for an experienced and confident Financial Advisor to take over a large, loyal client bank from a long-standing advisor who is moving on after 10 years.

You’ll be joining a well-respected, growing firm with a supportive team structure – each Advisor has a dedicated Paraplanner and Administrator. The business has ambitious acquisition plans, offering genuine progression opportunities over the coming years.

This role offers the chance to step straight into a high-quality portfolio of clients built up over many years, providing a solid platform to build relationships and deliver exceptional ongoing advice.

What’s on offer:

  • Established portfolio of high-value clients ready to service
  • 1–2 days working from home each week
  • Join a supportive team of 4 Advisors, each with a dedicated Paraplanner and Administrator
  • Opportunity to progress within a growing business with ambitious acquisition plans
  • Clients primarily serviced under the firm’s Core Service Proposition, with assets largely managed via Parmenion DFM or MPS

What we’re looking for:

  • Ideally CAS status and Chartered, but confidence and client rapport are the priority
  • Strong servicing skills with a relationship-led approach
  • Ability to maintain and grow relationships with high-value clients
  • If you’re looking for stability, progression opportunities, and the chance to work with an exceptional client base, this could be the perfect role for you.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

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Posted: April 11th, 2026