At a Glance
- Tasks: Provide holistic financial planning advice to affluent clients and manage long-term relationships.
- Company: Join a growing wealth management firm that values quality advice and collaboration.
- Benefits: Competitive salary, annual bonus, health plan, and generous leave policy.
- Other info: Enjoy excellent career growth opportunities and supportive team structure.
- Why this job: Make a real impact by nurturing client relationships and delivering tailored financial solutions.
- Qualifications: Must be a Chartered Financial Planner with experience in advising high-net-worth clients.
The predicted salary is between 80000 - 100000 £ per year.
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
- Average client AUM is typically
- Senior Chartered Advisers regularly work with clients holding
- 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.
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Chartered Financial Planner in Marlow employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Financial Planner in Marlow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eden Rose. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Chartered Financial Planner in Marlow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eden Rose.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eden Rose's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eden Rose
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eden Rose.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eden Rose will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eden Rose employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
