img
Permanent

Chartered Financial Adviser

Eden Rose
Marlow
money-bag £80000 Annual
Posted: 06 August 2026 (2 days ago)
Closing date: 05 September 2026
Ref: 3142475896

Chartered Financial PlannerLocation: Marlow - HybridSalary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent BenefitsAre you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working?We''re recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure.The OpportunityYou''ll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning.Unlike many advisory roles, bringing an existing client bank is not essential. The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections.You will have 1 dedicated paraplanner and 1 client administrator working with you.What You''ll Be DoingProvide holistic financial planning advice to affluent and HNW clients.Manage and develop long-term client relationships.Deliver advice across pensions, investments, retirement planning, tax planning and estate planning.Work closely with dedicated paraplanning and administrative support.Build new business through referrals, networking and professional ..... full job details .....

Other jobs of interest...

Radcliffe & Newlands Wealth Ltd
LondonYesterday
money-bag45000.00-45000.00 Annual
Tomorrow''s Talent Ltd
City of London
money-bag£80,000
Tomorrow's Talent Ltd
City
money-bag80000.00-80000.00 Annual
IPS Group
London3 days ago
money-bag£35,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!