Financial Planner
3 weeks ago
We are seeking a skilled and ambitious Financial Planner to join our team at Eden Resourcing. As a Financial Planner, you will have the opportunity to work with a portfolio of high net worth clients, providing holistic advice and tailored solutions across retirement, investment, tax, and protection planning.
Our ideal candidate will have a proven track record of providing independent advice to HNW clients, with a strong understanding of discretionary management services. You will be qualified to Level 4 and progressing towards Chartered Status, with experience gained within an independent or tied environment.
As a key member of our team, you will benefit from full administrative, technical, and compliance support, as well as access to in-house discretionary management services. This is an excellent opportunity to join a forward-thinking firm and take your career to the next level.
Key Responsibilities:
- Provide holistic advice to HNW clients
- Deliver tailored solutions across retirement, investment, tax, and protection planning
- Manage and develop a portfolio of clients
- Work closely with the team to provide exceptional client service
What We Offer:
- Opportunity to work with a portfolio of high net worth clients
- Full administrative, technical, and compliance support
- Access to in-house discretionary management services
- Professional development opportunities
About Us:
Eden Resourcing is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates, and we are excited to offer this opportunity to a skilled and ambitious Financial Planner.
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