At a Glance
- Tasks: Manage and develop relationships with high-value clients, providing tailored financial planning advice.
- Company: Leading UK wealth management firm with a strong reputation.
- Benefits: Highly competitive salary, flexible working options, and opportunities for career advancement.
- Other info: Located in Bracknell, with two vacancies available for motivated candidates.
- Why this job: Inherit an established client base and make a real impact in clients' financial futures.
- Qualifications: Experienced Financial Planner with Chartered status preferred and strong relationship management skills.
The predicted salary is between 54000 - 66000 £ per year.
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
Financial Planner in Bracknell employer: AMG Search
AMG Search offers a dynamic and supportive work environment, making it an excellent employer for those seeking to lead in the wealth management sector. With a strong focus on employee development and a hybrid working model that promotes work-life balance, team leaders can thrive while overseeing a dedicated group of professionals in Leeds. The company values high standards of client service and fosters a culture of collaboration and growth, ensuring that employees are well-equipped to succeed in their roles.
