Eden Rose

Financial Adviser (IFA) - Birmingham/Remote - Up to £70,000 About the Role: We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support. Responsibilities: Advise and retain clients across a range of portfolios. Generate new business to meet or exceed annual targets. Build long-term client relationships based on trust and technical expertise. Collaborate with paraplanners and administrative support; minimal admin required. Work across Manchester and Midlands clients, including those acquired through firm acquisitions. Requirements: 4+ years' advisory experience, with exposure to complex client cases. Diploma qualified; long-term care knowledge a bonus. CAS status preferred, but not mandatory. Strong record in new business generation and client retention. Excellent communication and relationship management skills.

Independent Financial Adviser - West Midlands - Up to £65,000 Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service. Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the director's guidance and expertise. They have a large client bank available for the adviser coming from retiring advisers within the business, providing a strong recurring income and no requirement on new business. Position Overview: As a Financial Adviser, you'll have the chance to work within a collaborative environment, supported by a back-office team located in the Wolverhampton office. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role. Package and Benefits: Your hard work and dedication will be rewarded with a competitive package that recognises your expertise: Competitive basic salary Performance-based bonus 6% pension contribution 4x life assurance Car allowance 23 days of annual leave (increasing to 25 after 1 year and 28 after 2 years) Why Join Them Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success. Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance. Client bank: You'll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio. Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF

Paraplanner - Basingstoke - Up to £45,000 Due to a recent acquisition the company are now looking for a new Paraplanner to join the team in their Basingstoke office. The current Paraplanner has progressed into a trainee advisor role so there is a space in the new team. The client have 3 offices based around the UK. Benefits: Discretionary Bonus 25 day holiday plus Christmas (holiday buy scheme) 4 passion days of annual leave a year Social events PMI 5% matched Pension Scheme DIS Benefit from referral schemes What's needed to be considered? In order to be considered for this Paraplanner opportunity, candidates need to have - Level 4 Diploma in Financial Planning or equivalent. Strong understanding of financial principles, investment strategies, and planning techniques. Previous experience in a financial institution or advisory firm in a support role is advantageous. Familiarity with financial software, tools, and databases. What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. paraplanner, adviser support, technical queries, client liaison, paraplanning, adviser associate, para-planner

Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home

Investment Manager (IFA) - Northampton - Up to £70,000 A highly-reputable wealth management practice are seeking a Investment Manager to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal! Key Responsibilities: Conduct detailed research across asset classes, funds, and market themes Support the ongoing management of discretionary client portfolios Prepare client reporting, portfolio reviews, and investment updates Support client and adviser meetings where appropriate Monitor portfolio positioning, risk exposures, and performance Requirements: Experience within wealth or asset management (typically 2-5 years) Exposure to discretionary portfolio management and/or investment research Good understanding of financial markets, asset classes, and portfolio construction Progress towards or completion of CISI Level 7 (or equivalent) Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Working Environment: There is no work-from-home policy, as the Investment and Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards. How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Investment Manager Gloucestershire £50,000 - £70,000 A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester. Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm's investment proposition. This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment. Responsibilities Manage and service an existing discretionary client bank Conduct client portfolio reviews and meetings Execute trades across advisory and discretionary portfolios Monitor portfolio performance and asset allocation Attend Investment Committee meetings Support portfolio rebalancing and investment strategy implementation Prepare suitability reports and investment documentation Act as a key point of contact for discretionary investment clients Requirements Experience within discretionary investment management or wealth management Strong understanding of investment markets and portfolio construction Experience working with client portfolios Level 4 qualified as a minimum Chartered status or progress towards Chartered qualifications preferred Strong communication and relationship management skills What's on Offer? Salary up to £70,000 Existing client bank to inherit Clear progression opportunities Study support available Opportunity to join a growing and ambitious business How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 45,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Nottingham areas with immediate effect due to expansion. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to large corporates and SME's alike as well as public sector based organisaitons. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. This is a growing business nationally An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Nottingham areas - apply asap

A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 40,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience

Self-Employed Independent Financial Adviser (IFA) Location: Surrey Earnings: Negotiable based on experience and client bank Job Type: Self-Employed Full-time Job Description A respected and growing financial planning firm in Surrey is looking to partner with a Chartered Independent Financial Adviser on a self-employed basis . This is a fantastic opportunity for an experienced adviser seeking autonomy, high-quality support, and access to a well-established client base. What We're Looking For Chartered IFA Proven experience in an IFA role, ideally self-employed Self-motivated and entrepreneurial mindset Strong client relationship and communication skills Ability to work independently while being part of a collaborative team Why Partner With Us? Flexible earnings - negotiable based on experience and client base High-quality inbound leads from the region's leading estate agency group Supportive infrastructure - admin, paraplanning, and compliance Not a corporate - more autonomy and personal touch Opportunity to grow your client bank Collaborative team culture Apply today to explore a self-employed IFA opportunity with a firm that values independence, quality, and long-term growth.

Mortgage & Protection Advisor - Stroud Location: Gloucestershire Salary: £30,000 - £40,00 (DOE) Realistic OTE: £60,000+ Job Type: Permanent Full-time Job Description We're looking for a CeMAP-qualified Mortgage & Protection Advisor with at least 12 months of experience to join a thriving estate agency group in Gloucestershire. With multiple branches and the highest property sales in the region, this is a fantastic opportunity to work with high-quality inbound leads and a low validation target of just £3.5k. You'll be part of a supportive, non-corporate team with a clear progression pathway and access to ongoing training and CPD. What We're Looking For CeMAP qualified (essential) 12+ months experience in mortgage advice Confident, self-sufficient, and client-focused Strong communication and sales skills Why Join? £30k+ base salary (DOE) Realistic OTE of £60k+ Low validation target - £3.5k High-quality inbound leads 25 days holiday bank holidays Standard pension scheme Full training programme and ongoing CPD Clear progression pathway to Senior Advisor and beyond Supportive, non-corporate environment Interview Process: Two-stage, face-to-face interviews with quick turnaround available Apply today to take the next step in your mortgage advisory career with a leading estate agency.

Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.

IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.

Commercial Litigation Senior Associate (3+ PQE) Location: Bristol, Bath or Swindon (Hybrid Working) Eden Rose are looking for a Senior Associate to join our South West based client, within their Commercial Dispute Resolution team, with the flexibility of hybrid office working. This role offers a wonderful opportunity to join an inclusive and friendly team, working with a client base including; Corporates, SMEs and Family run businesses. It is anticipated that you will have demonstrable experience of providing high quality dispute resolution and litigation advice and be able to work autonomously as well as part of a team. Day to day, you will have a varied caseload, including work such as: Commercial related dispute work Contractual disputes between businesses Professional negligence claims Mediation and other forms of ADR Business Development opportunities Benefits: Competitive salary Joining a supportive, inclusive firm offering flexibility and hybrid working Plenty of social/networking events Private Medical Insurance, Dental Insurance, Health checks and much more. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career.

An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio. The Role Provide holistic financial advice across pensions, investments, and tax-efficient planning. Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home. Service existing clients while also bringing a client following and generating new referrals. Contribute to the firm's long-term growth and reputation. What We're Looking For Minimum of 5 years' experience as an Independent Financial Adviser. Strong technical knowledge in pensions, investments, and tax planning. A client-centric approach with proven ability to build and maintain long-term relationships. Ideally able to bring a client following, alongside the ability to generate referrals. Rewards & Benefits Competitive basic salary , tailored to the quality and experience of the successful candidate. Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring. Opportunity to work with both inherited and self-generated clients. Long-term career development within a stable and respected business. This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm.