Wealth Planner (Hybrid) β€” Holistic Advice & Strong Referrals

Wealth Planner (Hybrid) β€” Holistic Advice & Strong Referrals

Full-Time No working from home possible
Eden Rose

Eden Rose is seeking an experienced Financial Adviser to join its wealth management team, primarily based across Newark and Grantham with hybrid flexibility. You will manage an existing client portfolio and deliver holistic advice across investments, pensions and inheritance tax planning, while building long-term client relationships with the support of Partners and Fee Earners.

The role emphasizes compliant, client-focused service and proactive business development within a well-established

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Wealth Planner (Hybrid) β€” Holistic Advice & Strong Referrals 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