Chartered Financial Planner

Amber River Premier; Marlow; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Amber River Premier is seeking a highly experienced Financial Adviser based in Marlow to manage high-net-worth clients. This position focuses on tailored financial planning, requiring an extensive understanding of financial markets and investment strategies.

Applicants should possess the CII Chartered Financial Planner designation and demonstrate strong client relationship skills. The company offers a modern, flexible work environment with a commitment to employee development and wellbeing.

Qualifications

• Proven track record in managing high net worth client relationships.
• Comprehensive knowledge of financial products and UK regulations.
• Strong communication, negotiation, and presentation skills.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances.
• Advise on investment, estate planning, tax planning, and retirement strategies.
• Build long-term relationships with high-net-worth clients.
• Collaborate with other professionals to provide holistic service.
• Ensure high levels of client satisfaction and service standards.

Skills

Client relationship management

Financial market knowledge

Analytical skills

Communication skills

Education

CII Chartered Financial Planner

Job description

Amber River Premier, the Marlow-based hub of the Amber River Group is a collective of like-minded, values driven people with a passion for financial planning. We provide bespoke wealth management advice to both established HNW clients and new clients which are referred through reputation and excellence.

We are currently looking to add to our team of Chartered Advisers, with a highly experience Financial Adviser, used to managing clients with high expectations and often complex planning needs. Our ideal applicant will inherit some of the most well-established clients, as well as nurture and build your own client network.

The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing, with a traditional highly professional approach to clients. As a company we offer technical advancement to all employees meaning you will be supported by a highly professional, knowledgeable, and happy team of Paraplanners and Associates supporting both you and your clients alike, enabling you to focus on what you do best, advising clients and curating bespoke financial strategies.

Focusing on servicing our high-net-worth clients. This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent individuals. The ideal candidate will be a trusted adviser, providing expert advice and tailored financial planning to help our clients achieve their financial goals.

Key responsibilities

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
• Advise on financial matters such as investment, estate planning, tax planning, and retirement strategies, ensuring compliance with all regulatory requirements.
• Build and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.
• Stay abreast of new products, market trends, and regulatory changes to provide the best advice and service to our clients.
• Work collaboratively with other professionals, such as Accountants and Solicitors, to provide a holistic service to clients.
• Ensure the highest levels of client satisfaction and service standards.
• Develop and expand the client base through networking and referrals.

Requirements

• A proven track record of successfully managing high net worth client relationships.
• CII Chartered Financial Planner
• Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• A commitment to client centric financial advice and confidentiality.
• The position is offered on a hybrid working basis, office-based 3 days/week.

At Amber River Premier, we’re proud to be authentic in everything we do — including how we hire. We’re committed to building an inclusive workplace where everyone feels valued and supported, and we welcome applications from all backgrounds. We assess candidates based on skills, experience and potential, and we’re happy to make reasonable adjustments throughout the recruitment process.