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Permanent

Chartered Financial Adviser

Marlow
money-bag 80000.00-80000.00 Annual
3142475896
Posted 6 days ago

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 .....

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