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Senior Chartered Financial Planner — Holistic Wealth, HNW
Job in
Marlow, Buckinghamshire, SL7, England, UK
Listed on 2026-08-18
Listing for:
Eden Rose
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Eden Rose is seeking a senior Chartered Financial Planner to join its growing wealth management business in Marlow. You will inherit and develop high-value client relationships while working with experienced paraplanners and administrators within a supportive pod structure.
Deliver holistic financial planning across pensions, investments, retirement, tax and estate planning for affluent clients. You will focus on nurturing existing relationships and developing new opportunities through
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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