Chartered Financial Planner

Eden Rose; Northampton; On-site; GBP 51,000 - 85,000; Full time

Benefits offered by this job

Mobile

Laptop

Pension 6%

On site gym

£5k company car

Virgin Active membership

4 x Salary Life Insurance

Job summary

Eden Rose is seeking a Chartered Financial Planner in Northampton to take over a high‑net‑worth client bank and lead holistic family wealth planning.

The firm focuses on long-term wealth management for clients with 1m–2m AUM and offers a competitive package up to £85,000, plus benefits including a pension, life insurance, a company car, and gym access. CII certification is prioritized and new business development is encouraged.

Qualifications

• Proven ability to provide financial planning and advisory services.
• Strong interpersonal and communication skills.
• Proactive approach to building and managing client relationships.

Responsibilities

• Provide comprehensive financial planning advice to clients, both existing and new.
• Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
• Collaborate with the team to identify and pursue new business opportunities.
• Stay updated on industry trends and regulations to provide clients with accurate and timely advice.
• Ensure that clients receive top-tier financial planning services.

Skills

Interpersonal skills

Communication

Proactive client management

Education

CII qualification

Job description

Chartered Financial Planner - Northampton - Up to £85,000

A highly-reputable wealth management practice areseeking aFinancial Planner to join theteam and take over a HNW client bank. The firm focus on holistic and family wealth planning, with their average client between 1m - 2m AUM. In addition to managing existing clients, you will have the opportunity to work with the firmon acquiring new clients. Theyare specifically looking for aAdvisor with the CII qualification, and theyprioritise this certification.

Key Responsibilities:

• Provide comprehensive financial planning advice to clients, both existing and new.


• Manage and nurture relationships within the client bank offered,ensuring their financial objectives are met.


• Collaborate with the team to identify and pursue new business opportunities.


• Stay updated on industry trends and regulations to provide clients with accurate and timely advice.


• Ensure that clients receive top-tier financial planning services.

Requirements:

• Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards.


• Proven experience in providing financial planning and advisory services.


• Strong interpersonal and communication skills.


• A proactive approach to building and managing client relationships.

Compensation:

The compensation package for this role is dependent on your experience and qualifications:

• Mobile, Laptop


• Gaining 25% new business bonus paid the following year monthly


• Pension 6%


• On site gym


• £5k company car


• Subsidised Virgin Active Membership


• 4 x Salary Life Insurance

Working Environment:

There is nowork-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. Theoffice environment is conducive to collaboration and maintaining high professional standards.