Financial Planner

Financial Planner – Bracknell (x2 Opportunities) – c.£100m AUM to Inherit

About the Opportunity
A leading UK wealth management and financial planning firm is looking to strengthen its Bracknell office with two experienced Financial Planners. Following a period of change at the firm, two substantial, warm client books are becoming available, offering a rare chance to inherit an established practice rather than build one from the ground up.

The Role
Each Financial Planner will take on an existing client bank of circa £100m AUM, drawn from a wider regional pool of around 240 clients and £200m AUM spread across the home counties. You will manage and develop these relationships, many of which are long standing, high value and high profile, providing ongoing financial planning advice and identifying opportunities to deepen and grow the relationships over time.

Key Details

• Location: Bracknell, Berkshire (candidates within commuting distance, up to circa 60-70 miles, will be considered)
• Two Financial Planner vacancies available
• c.£100m AUM to inherit per role from an existing, warm client bank

Salary and Package
Highly competitive and genuinely flexible, structured around the experience and seniority of the successful candidate. The firm is open on level, from experienced Financial Planner through to more senior appointments, for the right person.

What We Are Looking For

• An experienced Financial Planner with a strong technical foundation and Chartered status preferred
• Comfortable managing significant, high net worth and high profile client relationships