Chartered Financial Planner

Eden Rose; Bath; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Existing client bank provided

Paraplanning support

Hybrid working options

Career progression

Job summary

Eden Rose is seeking an experienced Chartered Financial Planner to join its growing Chartered Financial Planning business in the United Kingdom. You will inherit an existing client bank and develop relationships while expanding your portfolio through referrals and new opportunities.

The role focuses on delivering high-quality financial advice, long-term client outcomes, and a collaborative culture with dedicated support and hybrid working options.

Qualifications

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

Responsibilities

• Inherit and develop existing client relationships.
• Grow portfolio through referrals and new opportunities.
• Deliver excellent client outcomes and build long-term relationships.

Skills

Holistic financial planning

Relationship management

Communication

Client-focused approach

Job description

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

• 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.