Eden Rose is seeking a senior Chartered Financial Planner in Marlow on a hybrid basis to advise affluent clients and manage high-value relationships. You will work with paraplanners and an administrator to service a growing client bank while developing new opportunities through referrals and networks.
The role focuses on holistic planning across pensions, investments, retirement, tax and estate planning with emphasis on compliance and exceptional client service.
#J-18808-LjbffrSenior Chartered Financial Planner for HNW Wealth & Pensions 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.
