Chartered Financial Planner: Grow Client Relationships

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

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.