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Permanent

Financial Adviser

Eden Rose
Loughborough
money-bag £60000 Annual
Posted: 07 September 2026 (Today)
Closing date: 07 October 2026
Ref: 3161810773

Financial Adviser Loughborough - Hybrid £60,000 - £70,000 existing client bank + private healthcare + DIS + paraplanning support + career development Are you an experienced Financial Adviser looking to join a highly respected bespoke Financial Planning practice with immediate access to clients and a strong support network? This is an excellent opportunity for a Senior Adviser to join a successful and well-established firm in Loughborough, providing tailored financial advice to both private and corporate clients through a high-quality, relationship-led approach. You''ll benefit from an existing client bank from day one, alongside a blend of farming existing relationships and generating new business opportunities. The business offers a collaborative culture with full paraplanning and compliance support, allowing you to focus on delivering excellent client outcomes. The role offers a hybrid working schedule, with most clients attending meetings in the office and some virtual appointments. Any external client meetings are fully expensed. The Role: Manage and develop an existing portfolio of clients, acting as a trusted adviser Conduct annual and ongoing client reviews, adapting financial strategies where required Blend relationship management with new business development opportunities Provide bespoke financial planning solutions to private and corporate clients Work closely with paraplanners and compliance teams to deliver high-quality regulated advice Maintain strong ..... full job details .....

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