At a Glance
- Tasks: Deliver expert financial advice and build lasting client relationships.
- Company: Fast-growing Wealth Management practice with a supportive culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and generous holiday.
- Other info: Enjoy professional development support and a focus on wellbeing.
- Why this job: Make a real impact in clients' lives while growing your career.
- Qualifications: Experience as a Financial Adviser with strong communication skills.
The predicted salary is between 50000 - 70000 £ per year.
Our client is a well‑established and fast‑growing Wealth Management practice, providing expert, independent financial advice across pensions, investments, and holistic financial planning.
Your role will involve delivering outstanding advice and building lasting client relationships in a supportive, professional environment with strong back‑office and paraplanning support.
Rewards & Benefits- Salary: £50,000 – £70,000
- Bonus: Up to £30,000 in the first year (performance and KPI based, including recurring and new business) – Quarterly
- Full paraplanning and administrative support
- 24 days’ holiday + bank holidays + birthday off
- Hybrid working – ideally in the office twice a week
- Company pension scheme
- PMI
- Financial planning services
- Health & wellbeing programme
- Sponsorship for relevant professional exams and paid study leave
- Paid volunteer and charity leave for recognised events
- Proven experience as an IFA / Financial Adviser
- Confident in providing holistic financial planning advice across pensions and investments
- Working knowledge of the SPS (CAS not required)
- Tech savvy – experience with AI, company ChatGPT and PlannerPal
- Client‑centric approach with strong interpersonal and communication skills
- Self‑motivated, ethical, and focused on delivering exceptional client outcomes
Employed Financial Planner in Surrey employer: Eden Rose
Join a dynamic and rapidly expanding Wealth Management practice in Camberley, where you will thrive in a supportive environment that prioritises professional growth and client relationships. With competitive salaries, generous bonuses, and a strong commitment to employee wellbeing, including hybrid working options and comprehensive support for professional development, this company stands out as an exceptional employer for those seeking a fulfilling career in financial planning.
