At a Glance
- Tasks: Deliver holistic financial planning for affluent clients across various areas.
- Company: Eden Rose, a growing wealth management business in Marlow.
- Benefits: Supportive team structure, professional development, and high-value client relationships.
- Other info: Opportunity to nurture existing relationships and develop new ones.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Chartered Financial Planner status and experience in wealth management.
The predicted salary is between 51750 - 63250 £ per year.
Eden Rose is seeking a senior Chartered Financial Planner to join its growing wealth management business in Marlow.
You will inherit and develop high-value client relationships while working with experienced paraplanners and administrators within a supportive pod structure.
Deliver holistic financial planning across pensions, investments, retirement, tax and estate planning for affluent clients.
You will focus on nurturing existing relationships and developing new opportunities through
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Senior Chartered Financial Planner — Holistic Wealth, HNW 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.
