Eden Rose
Chartered Financial Planner
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Chartered Financial Planner
Location: Marlow - Hybrid
Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits
Are 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 Opportunity
You'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.
What You'll Be Doing
- Provide 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 introducers.
- Maintain exceptional regulatory and compliance standards.
- Deliver an outstanding client experience from initial meeting through to ongoing servicing.
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About the Clients
- Typical client assets range from £500,000 upwards.
- Average client AUM is typically £3m–£5m.
- Senior Chartered Advisers regularly work with clients holding £5m–£15m+.
- Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases.
What We're Looking For
- Chartered Financial Planner status (essential).
- Proven experience advising affluent and high-net-worth clients.
- Strong technical financial planning knowledge.
- Excellent relationship-building and communication skills.
- Ability to generate new business while delivering outstanding service to existing clients.
- A client-first approach with a passion for holistic financial planning.
Benefits
- Annual discretionary performance bonus (typically 10%).
- Auto-enrolment into the Amber River Premier Group Personal Pension Scheme.
- 5% employer pension contribution, with the option to contribute more.
- Bupa Health Cash Plan following successful completion of probation, including:
- Company-funded personal membership.
- Cover for up to four dependent children (up to age 23).
- Option to upgrade cover and add a partner.
- Reimbursement towards everyday healthcare costs including optical and dental expenses.
- Life Assurance cover of £200,000.
- 25 days annual leave, increasing by 3 days after every five years' service.
- Company closure between Christmas and New Year.
- Comprehensive wellbeing support including:
- Digital GP appointments.
- Second medical opinions.
- Mental health and counselling services.
- Burnout prevention support.
- Smoking cessation support.
- Dietary and nutritional advice.
- Employee Assistance Programme with 24/7 support.
- Company-funded professional qualifications and study support (subject to approval).
- Cycle to Work Scheme.
- One paid volunteering day each year through the Amber River Charitable Foundation.
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If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
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