Senior Chartered Financial Planner - Hybrid, HNW Focus

Senior Chartered Financial Planner - Hybrid, HNW Focus

Full-Time No working from home possible
Eden Rose

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.

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Senior 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.

Eden Rose

Contact Details:

Eden Rose Recruitment Team