Chartered Financial Planner

Eden Rose; Marlow; On-site; GBP 80,000 - 100,000; Full time

Benefits offered by this job

Annual discretionary performance bonus

25 days annual leave

Bupa Health Cash Plan

Company-funded professional quals &学习支

Cycle to Work Scheme

Life Assurance £200,000

Employee Assistance Programme 24/7

Company closure between Christmas and

Healthcare costs reimbursement

Job summary

Eden Rose is seeking a senior Chartered Financial Planner to join its growing wealth management business in Marlow. You will inherit and develop high-value client relationships while working with experienced paraplanners and administrators within a supportive pod structure.

Deliver holistic financial planning across pensions, investments, retirement, tax and estate planning for affluent clients. You will focus on nurturing existing relationships and developing new opportunities through

Qualifications

• Chartered Financial Planner status required.
• Experience advising affluent and high-net-worth clients.
• Strong technical financial planning knowledge.
• Excellent relationship-building and communication skills.
• Ability to generate new business while delivering outstanding service.

Responsibilities

• Provide holistic financial planning advice to affluent and HNW clients.
• Manage and develop long-term client relationships.
• Deliver advice across pensions, investments, retirement planning, tax planning and estate planning.
• Work closely with dedicated paraplanning and administrative support.
• Build new business through referrals, networking and professional introducers.
• Maintain regulatory and compliance standards.
• Deliver an outstanding client experience from initial meeting through ongoing servicing.

Skills

Chartered Financial Planner

Affluent/HNW clients

Relationship management

Financial planning expertise

Networking & referrals

Regulatory & compliance

Job description

Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits

Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working?

We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure.

The Opportunity

You’ll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning.

Unlike many advisory roles, bringing an existing client bank is not essential. The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections.

You will have 1 dedicated paraplanner and 1 client administrator working with you.

What You'll Be Doing

• Provide holistic financial planning advice to affluent and HNW clients.
• Manage and develop long-term client relationships.
• Deliver advice across pensions, investments, retirement planning, tax planning and estate planning.
• Work closely with dedicated paraplanning and administrative support.
• Build new business through referrals, networking and professional introducers.
• Maintain exceptional regulatory and compliance standards.
• Deliver an outstanding client experience from initial meeting through to ongoing servicing.

About the Clients

• Typical client assets range from £500,000 upwards.
• Average client AUM is typically £3m-£5m.
• Senior Chartered Advisers regularly work with clients holding £5m-£15m+.
• Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases.

What We're Looking For

• Chartered Financial Planner status (essential).
• Proven experience advising affluent and high-net-worth clients.
• Strong technical financial planning knowledge.
• Excellent relationship-building and communication skills.
• Ability to generate new business while delivering outstanding service to existing clients.
• A client-first approach with a passion for holistic financial planning.
• Annual discretionary performance bonus (typically 10%).
• Auto-enrolment into the Amber River Premier Group Personal Pension Scheme.
• 5% employer pension contribution, with the option to contribute more.
• Bupa Health Cash Plan following successful completion of probation, including:
• Company-funded personal membership.
• Cover for up to four dependent children (up to age 23).
• Option to upgrade cover and add a partner.
• Reimbursement towards everyday healthcare costs including optical and dental expenses.
• Life Assurance cover of £200,000.
• 25 days annual leave, increasing by 3 days after every five years' service.
• Company closure between Christmas and New Year.
• Digital GP appointments.
• Second medical opinions.
• Mental health and counselling services.
• Burnout prevention support.
• Dietary and nutritional advice.
• Employee Assistance Programme with 24/7 support.
• Company-funded professional qualifications and study support (subject to approval).
• Cycle to Work Scheme.
• One paid volunteering day each year through the Amber River Charitable Foundation.

If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.