Financial Planning Today in Reading seeks an experienced Financial Planner to inherit an established client bank from a retiring adviser. You will manage a warm book of high-net-worth clients, delivering holistic planning across pensions, retirement, investments, IHT/estate planning and protection.
This role is relationship-led rather than business development, focusing on deep client relationships with regular reviews.
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Senior Financial Planner - Inherited HNW Book (Hybrid) employer: Financial Planning Today
Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.
