Financial Planning Expert

1 month ago

London, Greater London, United Kingdom Eden Resourcing Full time
Financial Planning Expert Wanted

We are seeking a skilled and entrepreneurial Financial Planning Expert to join our team at Eden Resourcing. As a key member of our Wealth Management team, you will be responsible for delivering holistic Financial Planning solutions to High Net Worth (HNW) Clients.

About the Role:

  • Provide a full range of financial planning advice to HNW Clients
  • Develop and maintain relationships with internal introducers
  • Utilize the Investment Management model to offer solutions to a wide range of client requirements
  • Work closely with the Wealth Management team to enhance the firm's offering to HNW Clients

Requirements:

  • Chartered Status in Financial Planning
  • Proven track record in holistic Financial Planning gained within an independent environment
  • Technical skills covering Retirement, Investment, Estate, and Tax Planning

About Us:

Eden Resourcing is an innovative and expanding Wealth Management firm based in Central London. We are committed to delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools.

This is an excellent opportunity to join a dynamic firm where you can help shape the business for future success.

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