Chartered Financial Planner - HNW Wealth (Northampton)

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

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.