Eden Rose
Head of Advice/ Financial Adviser
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Head of Advice / Senior Financial Adviser
Location: Marlow - Hybrid
Salary: £80,000–£100,000 + Annual Bonus + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Chartered Financial Planner to join a well-established and growing financial planning business as Head of Advice.
This is a unique role combining people leadership with client-facing financial planning, offering the chance to shape and develop a high-performing advice team while continuing to advise high-net-worth clients.
The Role
This is a 50/50 strategic and advisory position, reporting directly to the Growth Director.
- Initially, you will manage a team of 4–5 Chartered Financial Advisers, taking responsibility for the day-to-day leadership and development of the core advice team while maintaining your own portfolio of clients.
- You will inherit an existing client bank while also supporting new business generation through seminars, networking and professional introducer relationships.
Key Responsibilities
- Lead and develop a team of 4–5 Chartered Financial Advisers
- Conduct regular one-to-one meetings, performance reviews and quarterly PDPs
- Set weekly objectives and oversee adviser performance and development
- Mentor advisers and support career progression across varying experience levels
- Help develop advisers and technical staff, including paraplanners progressing into advice
- Provide holistic financial planning advice to high-net-worth clients
- Build and maintain long-term client relationships
- Generate new business through networking, referrals and seminar activity
- Ensure high standards of technical excellence and FCA compliance
- Work closely with senior management to support the continued growth of the advice function
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Client Base
- Typical client assets: £500,000+
- Average client AUM: £3m–£5m
- Senior advisers typically advise on £5m–£15m client portfolios
- High-net-worth clients are supported through dedicated pod structures
Support Structure
You'll be fully supported to focus on delivering high-quality advice, including:
- Dedicated Paraplanner
- Dedicated Administrator
- Established pod structure for complex, high-net-worth clients
- Shared central paraplanning and administration support for the wider advice team
About You
- Chartered Financial Planner (preferred)
- Proven experience providing holistic financial planning advice
- Previous experience leading, mentoring or developing advisers
- Strong people management and coaching skills
- Passion for developing high-performing teams
- Excellent technical knowledge across pensions, investments, retirement and tax planning
- Strong business development and relationship management skills
Salary & Benefits
- £80,000–£100,000 basic salary (depending on experience)
- Annual discretionary performance bonus (typically 10%)
- Auto-enrolment into the Amber River Premier Group Personal Pension Scheme
- 5% employer pension contribution (employees may contribute more)
- Bupa Health Cash Plan following probation, including funded personal cover and cover for up to four dependent children (with optional partner upgrade)
- Reimbursement towards everyday healthcare costs, including optical and dental expenses
- Life Assurance of £200,000
- 25 days annual leave, plus increased entitlement after every five years of service
- Christmas office closure (three days reserved from annual leave)
- Comprehensive wellbeing support including:
- Digital GP
- Second medical opinions
- Mental health support
- Counselling
- Burnout prevention services
- Smoking cessation support
- Dietary and nutritional advice
- Employee Assistance Programme (24/7 helpline, app and online support)
- Company-funded professional study support (subject to approval following probation)
- Cycle to Work Scheme (save 25–39% on a new bike and accessories)
- One paid volunteering day each year through the Amber River Charitable Foundation
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This opportunity would suit an experienced Chartered Financial Planner looking to take the next step into leadership while continuing to deliver first-class advice to high-net-worth clients in a supportive, well-resourced environment.
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