Wealth Planner β€” Chartered Path & Client-Focused Growth

Wealth Planner β€” Chartered Path & Client-Focused Growth

Full-Time No working from home possible
Eden Rose

Eden Rose is seeking an experienced Financial Adviser for an office-based role in Balsall Common. You will manage an established client portfolio and deliver holistic financial planning across pensions, investments, retirement planning, protection, tax and estate planning.

The role emphasizes long-term client relationships, high-quality advice, and collaboration with administration, investment, and compliance teams, with strong career development and Chartered status support.

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Wealth Planner β€” Chartered Path & Client-Focused Growth 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