Eden Rose in Marlow (Hybrid) is seeking a Chartered Financial Planner to join our growing wealth management team. You will provide holistic financial planning to affluent clients, focusing on long-term relationships and collaborative teamwork within a supportive pod structure.
You’ll work with paraplanning and administration to deliver pensions, investments, retirement and estate planning while growing the client base through referrals and introducers.
#J-18808-LjbffrSenior Chartered Financial Planner - Hybrid, HNW Focus 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.