Chartered Financial Planner - HNW Wealth (Northampton)

Eden Rose (United Kingdom); Northampton; Vor Ort; GBP 51.000 - 85.000; Vollzeit

Benefits dieser Stelle

Mobile

Laptop

Pension 6%

On site gym

£5k company car

Virgin Active membership

4 x Salary Life Insurance

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

Communication

Proactive client management

Ausbildung

CII qualification

Jobbeschreibung

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.