Eden Rose
Chartered Financial Planner
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Chartered Financial Planner
Bath | Hybrid
£70,000 + Starting Package + Existing Client Bank
An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business.
Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships.
The Opportunity
This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support, and a clear long-term career path.
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- Inherit and develop existing client relationships
- Opportunity to grow your own portfolio through referrals and new opportunities
- Focus on delivering excellent client outcomes and building trusted, long-term relationships
What We're Looking For
- Chartered Financial Planner status (essential)
- Proven experience providing holistic financial planning advice
- Strong relationship management skills
- Ability to build trust and maintain long-term client relationships
- A client-focused approach with excellent communication skills
- Someone looking for a long-term opportunity within an established business
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What's on Offer
- £70,000+ starting package depending on experience
- Existing client bank provided
- Full administrative support
- Dedicated Paraplanning support
- Hybrid working options
- Long-term earning potential through inherited and self-generated business
- Genuine career progression within a growing Financial Planning group
- Supportive and collaborative culture focused on professional development
If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships, and be part of a growing business, we'd love to hear from you.
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