Chartered Financial Planner

Amber River Premier, the Marlow-based hub of the Amber River Group is a collective of like-minded, values driven people with a passion for financial planning. We provide bespoke wealth management advice to both established HNW clients and new clients which are referred through reputation and excellence.

We are currently looking to add to our team of Chartered Advisers, with a highly experience Financial Adviser, used to managing clients with high expectations and often complex planning needs. Our ideal applicant with both inherit some of of most well-established clients, as well as nurture and build your own client network.

The company office ethos combines a modern, flexible attitude to work which focuses on employee development and wellbeing, with a traditional highly professional approach to clients. As a company we offer technical advancement to all employees meaning you will be supported by a highly professional, knowledgeable, and happy team of Paraplanners and Associates supporting both you and your clients alike, enabling you to focus on what you do best, advising clients and curating bespoke financial strategies.

Focusing on servicing our high-net-worth clients. This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent individuals. The ideal candidate will be a trusted adviser, providing expert advice and tailored financial planning to help our clients achieve their financial goals.

Key responsibilities

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop tailored strategic financial plans.
• Advise on financial matters such as investment, estate planning, tax planning, and retirement strategies, ensuring compliance with all regulatory requirements.
• Build and maintain long-term relationships with high-net-worth clients, offering a personal service and understanding their unique needs and objectives.

Requirements:

• A proven track record of successfully managing high net worth client relationships.
• CII Chartered Financial Planner
• Comprehensive knowledge of financial products, markets, and legal regulations in the UK.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• A commitment to client centric financial advice and confidentiality.
• The position is offered on a hybrid working basis, office-based 3 days/week.

At Amber River Premier, we’re proud to be authentic in everything we do — including how we hire. We’re committed to building an inclusive workplace where everyone feels valued and supported, and we welcome applications from all backgrounds. We assess candidates based on skills, experience and potential, and we’re happy to make reasonable adjustments throughout the recruitment process.