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Eden Rose

Financial Adviser (Pathway to Senior Management)Location: Gloucester (Office-based initially, with flexibility)Salary: £50,000 - £75,000 (DOE)Exceptional candidates may be considered at higher levelsQualifications: Level 4 Diploma essential Chartered or working towards highly desirableAbout the FirmWe're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets.This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning.The OpportunityDue to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person.Key Responsibilities<ul><li>Manage and develop a loyal portfolio of private clients.</li><li>Deliver holistic, independent financial advice aligned with clients' long-term goals.</li><li>Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators.</li><li>Contribute to the firm's growth and strategic direction over time.</li></ul>What We're Looking For<ul><li>Level 4 Diploma in Financial Planning (Chartered status desirable).</li><li>Minimum 3 years' experience as an Adviser within an independent or restricted environment.</li><li>Personable, ethical, and client-focused - not a sales-driven mindset.</li><li>Comfortable advising clients with professionalism, integrity, and empathy.</li><li>Ideally bringing a small client book (not essential).</li><li>Open to candidates under restrictive covenants (case by case).</li></ul>What's On Offer<ul><li>Salary: £50,000 - £75,000 (higher considered for exceptional candidates).</li><li>Bonus: Flexible structure - can include percentage of new business or trail.</li><li>Pension: 5% employer / 5% employee.</li><li>Holidays: 25 days + statutory.</li><li>Additional Benefits:</li><li>Electric car scheme (after qualifying period).</li><li>Health scheme.</li><li>Full professional development and study support.</li><li>Collaborative, low-turnover environment focused on fairness, progression, and long-term success.</li></ul>If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

Independent Financial Advsier (Chartered Desired)

Paraplanner - Cornwall / Plymouth (Progression to Adviser)Location: Office-based near Liskeard (30-40 mins from Plymouth)Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)Experience: Minimum 5 years paraplanning Level 4 Diploma essentialFuture: Clear route to Financial Adviser within 2-3 yearsAbout the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.The RoleWorking closely with two advisers and the wider technical team, you will:<ul><li>Produce accurate and compliant financial planning reports across a broad range of advice areas.</li><li>Conduct in-depth product and investment research to support client recommendations.</li><li>Work collaboratively with advisers to ensure the best client outcomes.</li><li>Play a key role in improving processes and driving efficiency within the firm.</li><li>Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).</li></ul>What We're Looking For<ul><li>Minimum 5 years' experience as a Paraplanner.</li><li>Level 4 Diploma qualified (working toward Chartered preferred).</li><li>Confident communicator with excellent technical knowledge and attention to detail.</li><li>Ambitious, proactive, and keen to progress into advice.</li><li>Mature and personable, capable of engaging directly with clients.</li></ul>What's On Offer<ul><li>Salary: £40,000-£45,000 base (DOE)</li><li>Bonus: Up to £8,000 annual performance bonus (non-guaranteed)</li><li>Benefits:</li><li>25 days holiday + bank holidays</li><li>3-4% employer pension contribution</li><li>Funded professional development and mentoring</li><li>Modern office environment (Liskeard area)</li><li>Office-based role (hybrid flexibility after probation)</li><li>Opportunity to progress into a Financial Adviser role within 2-3 years</li></ul>If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.For a confidential discussion, please apply for a confidential conversation

Paraplanner

An excellent opportunity has arisen for an experienced Employee Benefits Administrator to join a highly respected and growing firm based in Mansfield. Our client is a Chartered Employee Benefits specialist and a Platinum Investors in People employer, renowned for delivering outstanding workplace benefits solutions.This position is ideal for an individual with a strong background in employee benefits administration who enjoys working in a professional, supportive, and client-focused environment.The RoleAs an Employee Benefits Administrator, you will be responsible for the efficient and accurate administration of a portfolio of employee benefit schemes. The role focuses on scheme management, compliance, and client service rather than advisory work.Key responsibilities include:<ul><li>Administering and maintaining a range of employee benefit schemes including pensions, protection, healthcare, and salary sacrifice arrangements</li><li>Acting as a first point of contact for employers, employees, and providers</li><li>Liaising with insurers and providers on new business, renewals, claims, and amendments</li><li>Preparing scheme documentation, renewal packs, and employee communications</li><li>Supporting consultants and directors with reports and client meetings</li><li>Ensuring client records are accurate and compliant with FCA and GDPR requirements</li><li>Assisting with onboarding new employer clients and implementing benefits portals</li></ul>About You<ul><li>Minimum of 3 years' experience in employee benefits administration</li><li>Strong technical understanding of group pensions, group protection, and PMI</li><li>Excellent written and verbal communication skills</li><li>High level of accuracy and attention to detail</li><li>Confident dealing with clients, providers, and internal teams</li><li>Proficient in Microsoft Office and benefits platforms</li><li>Ideally working towards, or holding, relevant CII qualifications</li></ul>What's on Offer<ul><li>Competitive salary (£28,000 - £35,000, dependent on experience)</li><li>Hybrid working (office-based during probation, hybrid thereafter)</li><li>Discretionary annual bonus</li><li>Comprehensive company pension</li><li>Private medical insurance</li><li>Income protection and death in service cover</li><li>Financial planning services and support</li><li>Employee Assistance Programme (EAP)</li><li>On-site parking and EV car scheme</li><li>Exam and professional development support</li></ul>This is a rare opportunity to join a well-established and growing organisation that genuinely invests in its people and promotes long-term career development within the employee benefits and financial services sector.To apply or learn more, please submit your CV or contact us confidentially for further details.

Employee Benefits Administrator (IFA Practice)

Join Eden Rose and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Eden Rose

ABOUT_COMPANY

Independent Financial Advsier (Chartered Desired)

Paraplanner

Employee Benefits Administrator (IFA Practice)