Chartered Financial Planner

Eden Rose; Bath; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid working options

Existing client bank provided

Full administrative support

Dedicated Paraplanning support

Long-term earning potential

Job summary

Eden Rose seeks an experienced Chartered Financial Planner to join our Bath-based team. You will manage a client-focused advisory approach with an existing client bank and hybrid working options.

We offer £70,000–£100,000 per annum depending on experience, full administrative and paraplanning support, and clear long-term career progression within a growing financial planning group.

Qualifications

• Chartered Financial Planner status is essential.
• Proven experience providing holistic financial planning advice.
• Strong relationship management and communication skills.
• Ability to build long-term client relationships and trust.

Responsibilities

• Inherit and develop existing client relationships.
• Grow your portfolio through referrals and opportunities.
• Deliver high-quality financial advice and build long-term relationships.

Skills

Relationship management

Communication skills

Client-focused approach

Business development

Education

Chartered Financial Planner status (essential)

Job description

Job Ref

90836

Location

Bath

Salary

£70,000 - £100,000 Per Annum

Employment Type

Permanent

• Location: BATH, Somerset
• Type: Permanent
• Job #90836
• Salary: £70,000 - £100,000 Per Annum

Chartered Financial Planner

Bath | Hybrid

An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business.

Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships.

The Opportunity

This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path.

You’ll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales.

What We’re Looking For

• Chartered Financial Planner status (essential)
• Proven experience providing holistic financial planning advice
• Strong relationship management skills
• Ability to build trust and maintain long-term client relationships
• A client-focused approach with excellent communication skills
• Someone looking for a long-term opportunity within an established business

What’s on Offer

• £70,000+ starting package depending on experience
• Existing client bank provided
• Full administrative support
• Dedicated Paraplanning support
• Hybrid working options
• Long-term earning potential through inherited and self-generated business
• Genuine career progression within a growing Financial Planning group
• Supportive and collaborative culture focused on professional development

If you’re a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we’d love to hear from you.