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Senior Chartered Financial Planner HNW Wealth & Pensions
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-25
Listing for:
Eden Rose
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Eden Rose is seeking a senior Chartered Financial Planner in Marlow on a hybrid basis to advise affluent clients and manage high-value relationships. You will work with paraplanners and an administrator to service a growing client bank while developing new opportunities through referrals and networks.
The role focuses on holistic planning across pensions, investments, retirement, tax and estate planning with emphasis on compliance and exceptional client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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